Amanda A. Sharratt

YOUR WEALTH FINANCIAL SOLUTIONS

SEVILLE, OH

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CRD#: 7153978

Professional summary

Amanda A Sharratt, who also goes by Amanda A Channell, is a registered financial advisor currently at YOUR WEALTH FINANCIAL SOLUTIONS, LLC located in Seville, Ohio.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Amanda has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda A Channell

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.

Owner; Medina Ohio Moms Website; Investment Related: No; Location: 7255 Kennard Road, Seville, Ohio 44273; Description of the business: Digital content & blog geared towards local businesses and families in the Medina County area; Responsibilities Duties: Create content for website in the form of blogs and articles; Start date with business: 2020-12-01; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 1;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda A Sharratt'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®

None

Experience

Current

June 20, 2024 - Present

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

Office #2: 431 W Liberty St, Medina, OH 44256

RIA

CRD#: 331533

SEVILLE, OH

Past

August 5, 2019 - April 17, 2024

WHITAKER-MYERS WEALTH MANAGERS, LTD.

RIA

CRD#: 286093

Wooster, OH

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

Ohio
(6/20/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/2019

Uniform Investment Adviser Law Examination

Current Firm

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

CRD#: 331533 / SEC#:

Ohio

Registered Investment Advisory firm - (6/20/2024 Approved)

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Contact information

Main Address

Seville, OH

Mailing Address

P.o. Box 844, Westfield Center, OH 44251

Phone number

(440) 681-9726

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 4,339,811

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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Amanda A. Sharratt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda A Sharratt's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

WHITAKER-MYERS WEALTH MANAGERS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2019

Current Firm

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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