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Sheri Annis Baker

EXPAND FINANCIAL, LLC·MANSFIELD, Ohio
SIE, Series 7, Series 66PFSClean record18 years registeredEXPAND FINANCIAL, LLC
630 LEXINGTON AVENUE, MANSFIELD, OH 44907CRD# 3257794Firm CRD# 152515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sheri Annis Baker · MANSFIELD, OH
Registration
CRD #3257794 · EXPAND FINANCIAL, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

EXPAND FINANCIAL, LLC
Jun 2010 – present
KM&M PINNACLE, LTD.
Mar 2008 – Jul 2019
MANSFIELD, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 13, 2008
Years registered · 18
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXPAND FINANCIAL, LLC
CRD 152515 · SEC 801-121644
AUM
$1.4B
Regulatory assets under management
Employees
6
1,521 client accounts
Services offered by EXPAND FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EXPAND FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Sheri Annis Baker offer?
Sheri Annis Baker specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are Sheri Annis Baker's credentials?
Sheri Annis Baker holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Sheri Annis Baker located?
Sheri Annis Baker is based in MANSFIELD, Ohio, working with EXPAND FINANCIAL, LLC. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Sheri Annis Baker charge for services?
Sheri Annis Baker's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of total plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXPAND FINANCIAL, LLC?
EXPAND FINANCIAL, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Gregory Michael Bakke
MANSFIELD, OH

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