Lance D. Cherry

MARKOWSKI INVESTMENTS

Murray, KY 42071

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CRD#: 5274747

Professional summary

Lance Dee Cherry is a registered financial advisor currently at MARKOWSKI INVESTMENTS located in Murray, Kentucky.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lance has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

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.

Cherry Wealth Management, investment-related, 518 S. 12th Street Murray, KY, USA, 42071, owner, start date 10/1/2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Dee Cherry'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

March 25, 2019 - Present

MARKOWSKI INVESTMENTS

Office #1: 518 S. 12th Street, Murray, KY 42071

RIA

CRD#: 141883

Murray, KY

Past

February 13, 2019 - April 11, 2019

TRUTH OF INVESTING LLC

RIA

CRD#: 284566

MURRAY, KY

Past

September 27, 2018 - December 31, 2018

TRUTH OF INVESTING LLC

RIA

CRD#: 284566

Murray, KY

Past

November 14, 2016 - September 27, 2018

CAITLIN JOHN, LLC

RIA

CRD#: 154494

Murray, KY

Past

March 4, 2013 - March 29, 2016

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

February 13, 2007 - August 2, 2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

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".

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

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

Kentucky
(4/11/2019)

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

State Security Law Exam

IAR

Series 65

Date: 3/1/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/12/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 831-5168

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARKOWSKI INVESTMENTS ADV BROCHURE 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,433
AUM (Assets Under Management)	$ 410,207,663

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

Lance D. Cherry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Dee Cherry's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUTH OF INVESTING LLC

TRUTH OF INVESTING LLC

CAITLIN JOHN, LLC

CURIAN CAPITAL, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

MARKOWSKI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2013

Series 63

Date: 6/6/2007

SIE

Date: 8/2/2016

Series 6

Date: 2/12/2007

Current Firm

MARKOWSKI INVESTMENTS

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKOWSKI INVESTMENTS

TRUST BUT VERIFY

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