Unclaimed Profile

Sheryl Anne Meyer

PINION INVESTMENT ADVISORS, LLC·WICHITA, Kansas

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 66Clean record15 years registeredPINION INVESTMENT ADVISORS, LLC

1605 NORTH WATERFRONT PARKWAY, WICHITA, KS 67206CRD# 2997529Firm CRD# 114556

Profile Verification

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

Identity

Sheryl Anne Meyer · WICHITA, KS

Registration

CRD #2997529 · PINION INVESTMENT ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PINION WEALTH MANAGEMENT, LLC

Jan 2015 – present

VSR ADVISORY SERVICES

Oct 2012 – Nov 2014

WICHITA, KS

UBS FINANCIAL SERVICES INC.

Aug 2011 – Oct 2012

WICHITA, KS

WELLS FARGO ADVISORS, LLC

Mar 2011 – Aug 2011

WICHITA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · March 18, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINION INVESTMENT ADVISORS, LLC

CRD 114556 · SEC 801-63322

AUM

$494M

Regulatory assets under management

Employees

1,211 client accounts

Services offered by PINION INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINION INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sheryl Anne Meyer offer?

Sheryl Anne Meyer specializes in Financial Planning, Investment Management. Contact their office in WICHITA, Kansas for a consultation.

What are Sheryl Anne Meyer's credentials?

Sheryl Anne Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheryl Anne Meyer located?

Sheryl Anne Meyer is based in WICHITA, Kansas, working with PINION INVESTMENT ADVISORS, LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Sheryl Anne Meyer charge for services?

Sheryl Anne Meyer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINION INVESTMENT ADVISORS, LLC?

PINION INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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