Unclaimed Profile

Cheryl Ann Ackerman

PROTEUS, LLC·INDIANAPOLIS, Indiana

Clean recordPROTEUS, LLC

8900 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240CRD# 6991631Firm CRD# 164085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cheryl Ann Ackerman · INDIANAPOLIS, IN

Registration

CRD #6991631 · PROTEUS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cheryl Ann Ackerman is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with PROTEUS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PROTEUS, LLC

AUM

$215M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROTEUS, LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6991631

Firm CRD# 164085

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Frequently Asked Questions

What services does Cheryl Ann Ackerman offer?

Cheryl Ann Ackerman specializes in Retirement Planning, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Cheryl Ann Ackerman's credentials?

Cheryl Ann Ackerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Ann Ackerman located?

Cheryl Ann Ackerman is based in INDIANAPOLIS, Indiana, working with PROTEUS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Cheryl Ann Ackerman charge for services?

Cheryl Ann Ackerman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROTEUS, LLC?

PROTEUS, LLC has approximately 14 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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