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Sherry Taxman

DOCTORS FAMILY OFFICE LLC
Omaha, NE
Some features on this profile are disabled
CRD#: 2892856
ST

Professional summary

Sherry Taxman is a registered financial advisor currently at DOCTORS FAMILY OFFICE LLC located in Omaha, Nebraska.

Sherry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Sherry has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Sherry Taxman's 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 12, 2018 - Present

DOCTORS FAMILY OFFICE LLC

RIA
CRD#: 286462
Omaha, NE
Past

August 9, 2017 - May 31, 2018

DOCTORS FAMILY OFFICE LLC

RIA
CRD#: 286462
OMAHA, NE
Past

January 14, 2003 - December 31, 2004

XELAN FINANCIAL PLANNING, INC.

RIA
CRD#: 123794
OMAHA, NE
Past

August 30, 1999 - January 16, 2003

XELAN INVESTMENT SERVICES, INC.

RIA
CRD#: 111870
OMAHA, NE

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
Nebraska
(6/12/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/22/2016
Uniform Investment Adviser Law Examination

Current Firm

DF
DOCTORS FAMILY OFFICE LLC
DOCTORS FAMILY OFFICE LLC

CRD#: 286462 / SEC#:

Nebraska
Registered Investment Advisory firm - (8/9/2017 Approved)
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Contact information

Main Address
Omaha, NE
Mailing Address
Phone number
(402) 932-6870
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

DOCTORS FAMILY OFFICE LLC

CRD#: 286462Omaha, NE

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