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SG

Sherri L. Gilligan

FARTHER
Englewood, CO 80112
Some features on this profile are disabled
CRD#: 5707557
SG

Professional summary

Sherri Lyn Gilligan, who also goes by Sherri Lyn Beck, Sherri Lyn Pajewski, is a registered financial advisor currently at FARTHER located in Englewood, Colorado.

Sherri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Sherri has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sherri Lyn Beck | Sherri Lyn Pajewski

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.
Vista Private Wealth Partners, LLC, Assistant Compliance Officer. This role is a limited consulting engagement with Vista on which she spends approximately 6 hours per month. Sherri Lyn Gilligan holds an insurance license to sell limited insurance products. It is anticipated that a small portion, less than (10%) of her time, will be spent providing these insurance products. She may receive compensation from selling insurance products and therefore receive economic benefit for this activity. Sherri Lyn Gilligan does business as Harmony Private Client Advisers to market the services she provides.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherri Lyn Gilligan'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

September 11, 2024 - Present

FARTHER

Office #1: 4b Inverness Court East Suite 250, Englewood, CO 80112
RIA
CRD#: 302050
Englewood, CO
Past

September 1, 2015 - September 18, 2017

FFEC WEALTH PARTNERS LLC

BD
CRD#: 16507
GREENWOOD VILLAGE, CO
Past

August 26, 2015 - December 4, 2024

DENVER PWM, LLC

RIA
CRD#: 171139
DENVER, CO
Past

August 11, 2015 - August 25, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
DENVER, CO
Past

November 18, 2013 - August 25, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
DENVER, CO
Past

February 15, 2011 - November 27, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LAKEWOOD, CO

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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 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
Colorado
(9/11/2024)
IAR
Texas
(9/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/10/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/5/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/14/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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

FARTHER

CRD#: 302050Englewood, CO 80112

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