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Sheri Annis Baker

EXPAND FINANCIAL, LLC·MANSFIELD, Ohio
Unclaimed Profile
630 LEXINGTON AVENUE, MANSFIELD, OH 44907CRD# 3257794Firm CRD# 152515
01

About

Sheri Annis Baker is a registered financial advisor based in MANSFIELD, Ohio, affiliated with EXPAND FINANCIAL, 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
EXPAND FINANCIAL, LLC
EXPAND FINANCIAL, LLC
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EXPAND FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF TOTAL PLAN ASSETS
Regulatory
SEC/IARD CRD# 3257794
Firm CRD# 152515
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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