Sheryl A. Meyer

PINION WEALTH MANAGEMENT

WICHITA, KS 67206

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CRD#: 2997529

Professional summary

Sheryl Anne Meyer, who also goes by Sheri Ann Ahne, Sheri Ahne, Sheryl Anne Ahne, Sheri Meyer, Sheryl A Meyer, is a registered financial advisor currently at PINION WEALTH MANAGEMENT, LLC located in Wichita, Kansas and PURSHE KAPLAN STERLING INVESTMENTS located in Wichita, Kansas.

Sheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Sheryl has worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sheri Ann Ahne | Sheri Ahne | Sheryl Anne Ahne | Sheri Meyer | Sheryl A Meyer

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.

1. PINION INVESTMENT ADVISORS D/B/A PINION WEALTH MANAGEMENT LLC Investment Related; 1605 N Waterfront Pkwy, Ste 200 Wichita KS 67206 RIA; IAR/Chief Compliance Officer 11/2014; 80 hrs/month; 60 hrs during securities hours Assist Advisors, Chief Compliance Officer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Anne Meyer'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®

None

Experience

Current

January 5, 2015 - Present

PINION WEALTH MANAGEMENT, LLC

Office #1: 1605 N Waterfront Pkwy, Wichita, KS 67206

RIA

CRD#: 114556

WICHITA, KS

Current

March 2, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1605 N. Waterfront Pkwy Suite 200, Wichita, KS 67206

CRD#: 35747

Wichita, KS

Past

December 26, 2014 - March 2, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

WICHITA, KS

Past

October 22, 2012 - November 7, 2014

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

WICHITA, KS

Past

October 22, 2012 - November 7, 2014

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

WICHITA, KS

Past

August 29, 2011 - October 17, 2012

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WICHITA, KS

Past

August 29, 2011 - October 17, 2012

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WICHITA, KS

Past

March 18, 2011 - August 10, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WICHITA, KS

Past

January 20, 2011 - August 10, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WICHITA, KS

Past

February 24, 2000 - January 3, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 11, 1999 - February 10, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

PINION WEALTH MANAGEMENT, LLC

KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC

CRD#: 114556 / SEC#: 801-63322

RIA

Registered Investment Advisory firm - (7/2/2004 Approved)

Colorado

Registered Investment Advisory firm - (7/26/2004 Terminated)

Kansas

Registered Investment Advisory firm - (10/20/2005 Terminated)

Nebraska

Registered Investment Advisory firm - (7/30/2004 Terminated)

Texas

Registered Investment Advisory firm - (7/22/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Kansas
(1/5/2015)

Kansas
(3/2/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2011

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/16/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/25/2016

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PINION WEALTH MANAGEMENT, LLC

KC ADVISORS, LLC | PINION WEALTH MANAGEMENT, LLC | PINION INVESTMENT ADVISORS, LLC | KCOE WEALTH MANAGEMENT, LLC | KC INVESTMENT ADVISORS, LLC

CRD#: 114556 / SEC#: 801-63322

RIA

Registered Investment Advisory firm - (7/2/2004 Approved)

Colorado

Registered Investment Advisory firm - (7/26/2004 Terminated)

Kansas

Registered Investment Advisory firm - (10/20/2005 Terminated)

Nebraska

Registered Investment Advisory firm - (7/30/2004 Terminated)

Texas

Registered Investment Advisory firm - (7/22/2004 Terminated)

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Contact information

Main Address

1605 North Waterfront Parkway Suite 200, Wichita, KS 67206

Mailing Address

Phone number

(316) 682-8344

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-20250411 (4/16/2025)

Regulatory assets under management

Total Number of Accounts	1,340
AUM (Assets Under Management)	$ 649,043,048

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.

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Advisor Monitoring

Firm Stability Insights

Sheryl A. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Anne Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

SECURITIES AMERICA, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

PINION WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2011

Series 65

Date: 11/16/1999

Series 63

Date: 9/10/1999

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/19/2011

Series 53

Date: 1/25/2016

Series 24

Date: 12/1/2015

FINRA

Current Firm

PINION WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINION WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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