Cheryl Lynn Seifert
CFP®Professional Summary
Cheryl Lynn Seifert, CFP®, who also goes by Cheryl Lynn Mochel, Cheryl Mochel Seifert, is a registered financial advisor currently at CAVU WEALTH MANAGEMENT located in Kula, Hawaii. Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Cheryl has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cheryl Lynn Mochel, Cheryl Mochel Seifert
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.
Contact Information
Main Address
10001 Maine Ave, Lakeside, CA 92040Phone Number
(858) 360-7800# of Employees
7SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
903AUM (Assets Under Management)
$208,760,964Similar Advisors
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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.
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Primary Firm SEC Registration
CAVU WEALTH MANAGEMENT | CAVU WEALTH MANAGEMENT INC.
State Registrations and Notice Filings
(1/4/2019)
(7/4/2025)
(1/28/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Nov 1994Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Lynn Seifert's CRS (Customer Relationship Summary).
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