Unclaimed Profile

Sherrie Anne Bakelar

LEFAVI WEALTH MANAGEMENT, INC.·SALT LAKE CITY, Utah

LEFAVI WEALTH MANAGEMENT, INC.

2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 6101408Firm CRD# 104961

Profile Verification

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

Identity

Sherrie Anne Bakelar · SALT LAKE CITY, UT

Registration

CRD #6101408 · LEFAVI WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Sherrie Anne Bakelar is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with LEFAVI WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEFAVI WEALTH MANAGEMENT, INC.

LEFAVI WEALTH MANAGEMENT

AUM

$383M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6101408

Firm CRD# 104961

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sherrie Anne Bakelar offer?

Sherrie Anne Bakelar specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Sherrie Anne Bakelar's credentials?

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

Where is Sherrie Anne Bakelar located?

Sherrie Anne Bakelar is based in SALT LAKE CITY, Utah, working with LEFAVI WEALTH MANAGEMENT, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Sherrie Anne Bakelar charge for services?

Sherrie Anne Bakelar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEFAVI WEALTH MANAGEMENT, INC.?

LEFAVI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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