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Sheryl Anne Meyer

PINION INVESTMENT ADVISORS, LLC·WICHITA, Kansas
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1605 NORTH WATERFRONT PARKWAY, WICHITA, KS 67206CRD# 2997529Firm CRD# 114556
01

About

Sheryl Anne Meyer is a registered financial advisor based in WICHITA, Kansas, affiliated with PINION INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PINION INVESTMENT ADVISORS, LLC
PINION WEALTH MANAGEMENT, LLC
AUM
$494M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 2997529
Firm CRD# 114556
No disclosures on file
View on FINRA BrokerCheck →

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05

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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