Derek Mcsherry

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CRD#: 1508784

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.

Derek Mcsherry was a registered financial advisor .

Derek is a previously registered financial advisor and started their career in finance in 1986. Derek had worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 13, 2003 - April 15, 2009

VOYAGER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124697

LAKE GENEVA, WI

Past

August 16, 2000 - May 15, 2007

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

LAKE GENEVA, WI

Past

December 11, 1997 - September 15, 2000

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

December 19, 1996 - December 23, 1997

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

April 9, 1994 - August 2, 1995

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

NEW YORK, NY

Past

May 21, 1986 - March 15, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VOYAGER CAPITAL MANAGEMENT, LLC

CRD#: 124697 / SEC#: 801-62694

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

Illinois

Registered Investment Advisory firm - (1/21/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/22/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/1/1996

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/24/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/6/1998

General Securities Principal Examination

Current Firm

VOYAGER CAPITAL MANAGEMENT, LLC

CRD#: 124697 / SEC#: 801-62694

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

Illinois

Registered Investment Advisory firm - (1/21/2004 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/22/2004 Terminated)

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Contact information

Main Address

875 Townline Rd. Suite 100, Lake Geneva, WI 53147

Mailing Address

Phone number

(262) 348-9981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VOYAGER WEALTH ADV PART 2A 2025 (3/10/2025)

VOYAGER WEALTH ADVC PART 2B 2025 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 216,579,408

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.

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Advisor Monitoring

Firm Stability Insights

Derek Mcsherry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPITAL FINANCIAL SERVICES, INC.

SII INVESTMENTS, INC.

SIGMA FINANCIAL CORPORATION

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VOYAGER CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/1/1996

Series 65

Date: 10/24/1996

Series 7

Date: 5/17/1986

Series 24

Date: 2/6/1998

Current Firm

VOYAGER CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VOYAGER CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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