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Cheri L. Brown

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CRD#: 1450617
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cheri Lynn Brown, who also goes by Cheri Lynn Setchell, Cheri Setchell, was a registered financial professional .

Cheri is a previously registered financial professional and started their career in finance in 1986. Cheri had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cheri Lynn Setchell | Cheri Setchell

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 26, 2018 - May 13, 2024

REHMANN FINANCIAL NETWORK, LLC

BD
CRD#: 165027
Troy, MI
Past

February 26, 2010 - December 31, 2017

OSAIC WEALTH, INC.

BD
CRD#: 23131
TROY, MI
Past

October 1, 2007 - February 26, 2010

TRIAD ADVISORS LLC

BD
CRD#: 25803
TROY, MI
Past

June 11, 2003 - October 2, 2007

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
TROY, MI
Past

May 3, 2002 - July 5, 2002

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

July 1, 1998 - April 15, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 25, 1997 - June 24, 1998

BESTVEST INVESTMENTS, LTD.

BD
CRD#: 40302
MEDIA, PA
Past

July 31, 1993 - September 19, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 19, 1986 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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


State Security Law Exam
RR
Series 63
Date: 3/3/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RF
REHMANN FINANCIAL NETWORK, LLC
REHMANN FINANCIAL NETWORK, LLC

CRD#: 165027 / SEC#: , 8-69134

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


Main Address
4086 Legacy Parkway, Lansing, MI 48911
Mailing Address
4086 Legacy Parkway, Lansing, MI 48911
Phone number
(517) 316-2400
Established
Michigan since 07/06/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
REHMANN FINANCIAL GROUP, LLCPARENT COMPANY
GOODIN, DIANE MARIEFINOP/PFO3117840
KNIPPING, RONALD LEWISCEO2490894
SPITZLEY, NICOLE ANNECCO/POO5526351

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


REHMANN FINANCIAL NETWORK, LLC

CRD#: 165027

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