SS
Sherry L. Sutton-zanardo
ACCURATE WEALTH MANAGEMENT
Trego, WI 54888
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CRD#: 5514218
SS
Professional summary
Sherry Lynn Sutton-zanardo is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Trego, Wisconsin and AAG CAPITAL, INC located in Trego, Wisconsin.
Sherry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Sherry has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6TO 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.
1.) NORTHLAND RETIREMENT GROUP - W5639 OAK HILL RD. TREGO, WI 54888 - LIMITED LIABILITY COMPANY - MANAGING MEMBER - ATTEND PLANNING MEETINGS AND PROVIDE ASSISTANCE WHEN NEEDED - START DATE 12/2003 - NON INVESTMENT-RELATED - SPEND 10% OF TIME. 2.) CHICKADEE HILLS HOMESTEAD - LIMITED LIABILITY COMPANY - N6374 8TH STREET, SPOONER, WI 54801 - FARMING - OWNER - START DATE 2015 - NON INVESTMENT-RELATED - SPEND 25 HOURS PER MONTH. 3.) ACCURATE WEALTH MANAGEMENT, LLC (dba Northland Fnancial Planning Services), W5639 Oak Hill Road, Trego, WI, registered investor representative, 25 hrs./wk, investment related 4.) GATSBY HOUSE, LLC - mid-term rental properties
CRS (Client Relationship Summary) - RIA
Click below to view Sherry Lynn Sutton-zanardo'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®
NoneExperience
Current
July 19, 2021 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: W5639 Oak Hill Rd, Trego, WI 54888RIA
CRD#: 298137
Trego, WI
Current
April 4, 2022 - Present
AAG CAPITAL, INC
Office #1: W5639 Oak Hill Road, Trego, WI 54888BD
CRD#: 188
Trego, WI
Past
April 16, 2019 - June 10, 2021
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
TREGO, WI
Past
January 26, 2010 - April 23, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
TREGO, WI
Past
April 1, 2008 - February 8, 2010
REDHAWK WEALTH ADVISORS, INC.
RIA
CRD#: 146616
WASCOTT, WI
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".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)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.RR
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
RR
Arizona(10/16/2022)
RR
Colorado(10/26/2022)
RR
Illinois(9/8/2022)
RR
Minnesota(7/19/2022)
RR
New York(9/21/2022)
RR
Washington(10/25/2022)
IAR
Wisconsin(7/19/2021)
RR
Wisconsin(4/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/25/2022
Investment Company Products/Variable Contracts Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Trego, WI 54888TRUST BUT VERIFY
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