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SM

Sherri D. Mason

SUNSET FINANCIAL SERVICES
Kansas City, MO 64111
Some features on this profile are disabled
CRD#: 1249963
SM

Professional summary


Sherri Delois Mason, who also goes by Sherri Delois Hinton, Sherri Delois Porter, is a registered financial professional currently at SUNSET FINANCIAL SERVICES, INC. located in Kansas City, Missouri.

Sherri is registered as a RR (Registered Representative) and started their career in finance in 2003. Sherri has worked at 1 firm and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sherri Delois Hinton | Sherri Delois Porter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Sherri Delois Mason's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 19, 2003 - Present

SUNSET FINANCIAL SERVICES, INC.

Office #1: 3520 Broadway, Kansas City, MO 64111
BD
CRD#: 3538
Kansas City, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SF
SUNSET FINANCIAL SERVICES, INC.
CHRISTOPHER HELLER | SUNSET FINANCIAL SERVICES, INC. | ROBERT MAKINEY | MICHAEL WALSH | KARIN RETTGER | JEFFREY GUNDERSON | DWAYNE KONICEK

CRD#: 3538 / SEC#: 801-71636, 8-14148

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
3520 Broadway, Kansas City, MO 64111
Mailing Address
P.o. Box 219365, Kansas City, MO 64121-9365
Phone number
(816) 753-7000
Established
Washington since 04/23/1964
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
KANSAS CITY LIFE INSURANCE COMPANY, INC.PARENT COMPANY - OWNER
ALVEY, DANIEL D'ANGELOFINOP8114927
BIXBY, ROBERT PHILIPDIRECTOR2109740
BIXBY, WALTER EDWIN IIIDIRECTOR2687392
BRANDT, JANICE LEEVICE PRESIDENT - CHIEF COMPLIANCE OFFICER BROKER/DEALER3232016
DENNEY, SUSANNA JAYNEVICE PRESIDENT - CHIEF OPERATIONS OFFICER2467520
LAIRD, DAVID ARNOLDDIRECTOR
MASON, ALAN CRAIG JRSECRETARY, DIRECTOR
MILTON, MARK ALANDIRECTOR2155553
NOGALSKI, JOHN LOUISVICE PRESIDENT, TAXES8083220
PEIL, KRISTEN MICHELLEAVP2438293
PIEPER, JENNIFER KAYVICE PRESIDENT, TREASURER & CONTROLLER7832157
ULLOM, KELLY TODDPRESIDENT / DIRECTOR1569201

Disclosures


Regulatory Event9
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538Kansas City, MO 64111

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