AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CB

Cheryl Anne Bumps

CRD# 1872828·Registered 1988 - 2019
Previously Registered: Being a previously registered professional could mean that Cheryl 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.

Professional Summary

Cheryl Anne Bumps, who also goes by Cher A Bumps, Cheryl Snellenberger, was a registered financial advisor. Cheryl was a previously registered financial professional and started their career in finance 1988 - 2019. Cheryl had worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cher A Bumps, Cheryl Snellenberger

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

38 years in the financial services industry

Current & Past Employments

PLEXUS FINANCIAL SERVICES, LLC·CRD# 153132
BD
Oklahoma City, OK
June 2, 2016 - July 3, 2019
INDEPENDENT FINANCIAL GROUP, LLC·CRD# 7717
BD
Oklahoma City, OK
July 12, 2006 - May 31, 2016
SECURITIES AMERICA, INC.·CRD# 10205
BD
Oklahoma City, OK
March 15, 2006 - July 19, 2006
PMG SECURITIES CORPORATION·CRD# 27107
BD
Elgin, IL
August 1, 2000 - December 31, 2004
INVESTORS BROKERAGE SERVICES, INC.·CRD# 4257
BD
Elgin, IL
April 20, 1989 - August 1, 2000
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK·CRD# 2873
BD
New York, NY
November 1, 1988 - May 15, 1989
MONY SECURITIES CORPORATION·CRD# 4386
BD
New York, NY
November 1, 1988 - May 15, 1989

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

PF
PLEXUS FINANCIAL SERVICES, LLC

PFS ADVISORS | PLEXUS FINANCIAL SOLUTIONS, LLC | PLEXUS FINANCIAL SOLUTIONS | PLEXUS FINANCIAL SERVIVES, LLC | PLEXUS FINANCIAL SERVICES, LLC | PLEXUS FINANCIAL SERVICES LLC | PLEXUS FINANCIAL SERVICES

CRD#: 153132 / SEC#: 801-81192, 8-68504
BD
Terminated by SEC on 05/31/2025

Contact Information

Main Address

21805 Field Parkway Suite 320, Deer Park, IL 60010

Phone Number

(847) 307-6222

Established

Illinois since 01/13/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

8

Documents

Latest Form ADV

Part 2 Brochures

PLEXUS FINANCIAL SERVICES ADV PART 2A (4/21/2025)

Direct owners and executive officers

NamePositionCRD#
THE PLEXUS GROUPE LLCMEMBER / MANAGER—
DUCHARME, CHRISTOPHER MICHAELCHIEF EXECUTIVE OFFICER6723471
HORNE, TARA NICHOLECHIEF COMPLIANCE OFFICER6090958
KRZAK, ALEXANDER JACOBPOO6349160
SINELNIKOV, PETER SERGEYFINOP/PFO/ CFO6493208

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1988About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1988About the Series 6 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
CB
Follow Cheryl
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required