Unclaimed Profile

Cheryl Ann Ackerman

PROTEUS, LLC·INDIANAPOLIS, Indiana

Series 65Clean record8 years registeredPROTEUS, 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 · 8 years registered

Brand Profile

Not yet started

Career History

GOELZER INVESTMENT MANAGEMENT

May 2024 – present

PROTEUS, LLC

Aug 2018 – Apr 2024

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 9, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTEUS, LLC

CRD 164085 · SEC 801-121224

AUM

$215M

Regulatory assets under management

Employees

21 client accounts

Services offered by PROTEUS, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PROTEUS, LLC →

Introduction

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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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