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SO

Sheryl K. Oberreuter

Some features on this profile are disabled
CRD#: 2143873
SO

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.

Sheryl Kay Oberreuter, who also goes by Sheryl Himmelsbach, was a registered financial professional .

Sheryl is a previously registered financial professional and started their career in finance in 1991. Sheryl had worked at 3 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sheryl Himmelsbach

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 15, 2010 - July 5, 2012

CATHOLIC FINANCIAL SERVICES CORPORATION

BD
CRD#: 37185
MILWAUKEE, WI
Past

June 23, 1999 - December 31, 2007

CATHOLIC FINANCIAL SERVICES CORPORATION

BD
CRD#: 37185
MILWAUKEE, WI
Past

February 5, 1993 - September 17, 1997

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

June 20, 1991 - April 21, 1992

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA

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: 5/17/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 6/18/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CF
CATHOLIC FINANCIAL SERVICES CORPORATION
CATHOLIC FINANCIAL SERVICES CORP | CATHOLIC FINANCIAL SERVICES CORPORATION

CRD#: 37185 / SEC#: , 8-47592

BD
Terminated by SEC on 12/14/2012
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Contact information

Main Address
Mailing Address
Phone number
Established
Wisconsin since 06/01/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
CATHOLIC KNIGHTS FINANCIAL SERVICES, INC.SHAREHOLDER
CATHOLIC ORDER OF FORESTERSSHAREHOLDER
CATHOLIC UNION OF TEXAS (KJT)SHAREHOLDER
FORBORD, MARK KENNETHCONTROLLER3054785
KIENBAUM, JENNIFER ELIZABETHCHIEF COMPLIANCE OFFICER4491770
LORGE, ALLAN GORDONDIRECTOR, PRESIDENT, TREASURER2541928

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

CATHOLIC FINANCIAL SERVICES CORPORATION

CRD#: 37185

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