Sandra M. Kerr

PERIGON WEALTH MANAGEMENT

SOUTHFIELD, MI 48075

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CRD#: 2375759

Professional summary

Sandra Marie Kerr, AIF®, CFP®, who also goes by Sandra M French, Sandra M Kerr, is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Southfield, Michigan.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Sandra has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Life Transitions

Retirement Income Management

Long-term Care

Insurance Planning

Social Security Planning

Estate Planning

Retirement Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Sandra M French | Sandra M Kerr

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 Sandra Marie Kerr'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

December 14, 2023 - Present

PERIGON WEALTH MANAGEMENT, LLC

Office #1: 2000 Town Center Suite 1825, Southfield, MI 48075

RIA

CRD#: 131037

SOUTHFIELD, MI

Past

January 14, 2020 - March 21, 2024

LUMIN FINANCIAL, LLC

RIA

CRD#: 124138

SOUTHFIELD, MI

Past

June 23, 2016 - November 1, 2019

BARON WEALTH MANAGEMENT, LLC

RIA

CRD#: 153117

TROY, MI

Past

December 17, 2015 - June 16, 2016

TRIAD ADVISORS LLC

RIA

CRD#: 25803

Troy, MI

Past

June 29, 2015 - December 15, 2015

VISION CAPITAL PARTNERS

RIA

CRD#: 175147

NORTHVILLE, MI

Past

November 20, 2009 - July 20, 2015

HENRICKSON NAUTA WEALTH ADVISORS, INC.

RIA

CRD#: 141201

NORTHVILLE, MI

Past

August 11, 2006 - June 16, 2016

TRIAD ADVISORS LLC

CRD#: 25803

Troy, MI

Past

June 1, 1998 - August 14, 2006

OSAIC FA, INC.

CRD#: 3978

SOUTHFIELD, MI

Past

August 17, 1993 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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".

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037 / SEC#: 801-62988

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

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

Michigan
(12/14/2023)

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: 7/21/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/16/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037 / SEC#: 801-62988

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

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Contact information

Main Address

201 Mission Street Suite 1825, San Francisco, CA 94105

Mailing Address

Phone number

(877) 977-2555

Established

Firm type

Fiscal year end

# of Employees

141

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PERIGON WRAP FEE PROGRAM BROCHURE (3/28/2025)

PERIGON DISCLOSURE BROCHURE AND PRIVACY POLICY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,456
AUM (Assets Under Management)	$ 8,714,418,958

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report
09/24/2024	Cover Page	Report
10/24/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Sandra M. Kerr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Marie Kerr's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUMIN FINANCIAL, LLC

BARON WEALTH MANAGEMENT, LLC

TRIAD ADVISORS LLC

VISION CAPITAL PARTNERS

HENRICKSON NAUTA WEALTH ADVISORS, INC.

TRIAD ADVISORS LLC

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

PERIGON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/1993

SIE

Date: 6/16/2016

Series 7

Date: 1/21/1998

Series 6

Date: 8/16/1993

Current Firm

PERIGON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PERIGON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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