Cheryl A. Obrien

ANDERSON HOAGLAND & CO

St Louis, MO 63124

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CRD#: 6068739

Professional summary

Cheryl A Obrien, who also goes by Cheryl Ann O'brien, Sherry O'brien, Cheryl Obrien, Cheryl Weis, Sherry A Weis, Cheryl A Whitley, Sherry A Whitley, is a registered financial advisor currently at ANDERSON HOAGLAND & CO located in St Louis, Missouri.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cheryl has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 Cheryl A Obrien'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

February 7, 2019 - Present

ANDERSON HOAGLAND & CO

Office #1: 9811 South Forty Drive, Suite 200, St Louis, MO 63124

RIA

CRD#: 105157

St Louis, MO

Past

March 23, 2015 - April 19, 2018

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CLAYTON, MO

Past

July 3, 2014 - April 19, 2018

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CLAYTON, MO

Past

May 7, 2014 - June 30, 2014

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

DES PERES, MO

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".

ANDERSON HOAGLAND & CO

CRD#: 105157 / SEC#: 801-15073

RIA

Registered Investment Advisory firm - (3/4/1980 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

Missouri
(2/7/2019)

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 66

Date: 3/23/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/6/2014

General Securities Representative Examination

Current Firm

ANDERSON HOAGLAND & CO

CRD#: 105157 / SEC#: 801-15073

RIA

Registered Investment Advisory firm - (3/4/1980 Approved)

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Contact information

Main Address

9811 South Forty Drive, Suite 200, St Louis, MO 63124

Mailing Address

Phone number

(314) 726-2107

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANDERSON HOAGLAND FEBRUARY 2025 BROCHURE (2/7/2025)

Regulatory assets under management

Total Number of Accounts	383
AUM (Assets Under Management)	$ 1,241,084,228

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/27/2025	Cover Page	Report

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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Cheryl A. Obrien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl A Obrien's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

U.S. BANCORP INVESTMENTS, INC.

Primary Firm SEC Registration

ANDERSON HOAGLAND & CO

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2015

SIE

Date: 4/19/2018

Series 7

Date: 5/6/2014

Current Firm

ANDERSON HOAGLAND & CO

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANDERSON HOAGLAND & CO

TRUST BUT VERIFY

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