Cheryl L. Fluker

MEMBERS ADVISORY GROUP

Williamsville, NY 14221

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CRD#: 1834777

Professional summary

Cheryl Lynn Fluker, who also goes by Cheryl Lynn Kogler, is a registered financial advisor currently at MEMBERS ADVISORY GROUP, LLC located in Williamsville, New York.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Cheryl has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 11 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheryl Lynn Kogler

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) - RIA

Click below to view Cheryl Lynn Fluker's CRS (Customer Relationship Summary).

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

June 19, 2020 - Present

MEMBERS ADVISORY GROUP, LLC

Office #1: 6750 Main Street, Williamsville, NY 14221

RIA

CRD#: 153723

Williamsville, NY

Past

August 29, 2002 - October 17, 2012

LPL FINANCIAL LLC

CRD#: 6413

WILLIAMSVILLE, NY

Past

November 6, 1995 - October 22, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

January 1, 1994 - April 15, 1994

HAROLD C. BROWN & CO., INC.

CRD#: 35222

BUFFALO, NY

Past

August 5, 1991 - January 1, 1994

HAROLD C. BROWN & CO., INC.

CRD#: 1330

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".

MEMBERS ADVISORY GROUP, LLC

CRD#: 153723 / SEC#: 801-77362

RIA

Registered Investment Advisory firm - (11/14/2012 Approved)

New York

Registered Investment Advisory firm - (11/27/2012 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/9/2021)

IAR

Texas
(6/19/2020)

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

IAR

Series 65

Date: 3/5/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/5/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/28/2002

General Securities Representative Examination

General Industry/Product Exam

Series 11

Date: 8/2/1991

Assistant Representative-Order Processing Qualification Exam

Current Firm

MEMBERS ADVISORY GROUP, LLC

CRD#: 153723 / SEC#: 801-77362

RIA

Registered Investment Advisory firm - (11/14/2012 Approved)

New York

Registered Investment Advisory firm - (11/27/2012 Terminated)

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Contact information

Main Address

6750 Main Street, Williamsville, NY 14221

Mailing Address

Phone number

(716) 632-4066

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 14 2025 MAG FORM ADV PART 2A AND 2B FINAL (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,401
AUM (Assets Under Management)	$ 404,998,886

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

Cheryl L. Fluker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Lynn Fluker's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

NEW ENGLAND SECURITIES

HAROLD C. BROWN & CO., INC.

HAROLD C. BROWN & CO., INC.

Primary Firm SEC Registration

MEMBERS ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2020

Series 63

Date: 5/5/2003

Series 7

Date: 8/28/2002

Series 11

Date: 8/2/1991

Current Firm

MEMBERS ADVISORY GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEMBERS ADVISORY GROUP, LLC

TRUST BUT VERIFY

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