Cherita "cherie" Church
ORIGIN INVESTMENT ADVISORY LLC
Houston, TX 77019
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CRD#: 7344223
Professional summary
Cherita "cherie" Church, CFP®, who also goes by Cherita Church, Cherita Metzger, Cherita Metzger Theus, is a registered financial advisor currently at ORIGIN INVESTMENT ADVISORY LLC located in Houston, Texas.
Cherita "cherie" is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cherita "cherie" has worked at 3 firms .
Biography
Cherie is a member of the Financial Planning Association and the Garrett Planning Network. She holds a BBA in Financial Economics and an MBA from the London School of Business & Finance. She is a CERTIFIED FINANCIAL PLANNER™ professional and is also a member and charterholder of the Chartered Alternative Investment Association (CAIA).
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Inheritance
Retirement Planning
Comprehensive Financial Planni...
Life Transitions
Do you have an area of expertise or specialization?
Hourly
Investment Advice without Ongo...
LGBT Couples and Families
Novice Investors
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Cherita Church | Cherita Metzger | Cherita Metzger Theus
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.
Company: Blend Financial, Inc. dba Origin Financial; Investment Related; Address: 548 Market Street, PMB 50966, San Francisco, CA 94104; Title: Freelance / Consultant Financial Planner; Start date: 12/2021 Approx. 2-3 hours per month Provide financial planning guidance / investment advice to platform users.
CRS (Client Relationship Summary) - RIA
Click below to view Cherita "cherie" Church'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®
CFP®
Start date: 2020
Experience
Current
November 29, 2021 - Present
ORIGIN INVESTMENT ADVISORY LLC
Office #1: 2929 Allen Parkway L14-80, Houston, TX 77019RIA
CRD#: 305353
Houston, TX
Current
November 5, 2025 - Present
Office #1: 923 Elm St #332, Manchester, NH 03102
Manchester, NH
Past
April 27, 2021 - August 11, 2025
TIME2PLAN FINANCIAL, LLC
RIA
CRD#: 313130
Houston, TX
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".
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 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.Highlighted states indicate IAR registrations
IAR
New Hampshire(11/5/2025)
IAR
Texas(11/29/2021)
Exams
Current Firm
OI
ORIGIN INVESTMENT ADVISORY LLC
BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN
CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - (1/25/2021 Approved)Arizona
Registered Investment Advisory firm - (2/10/2021 Terminated)California
Registered Investment Advisory firm - (3/12/2021 Terminated)Colorado
Registered Investment Advisory firm - (2/26/2021 Terminated)Florida
Registered Investment Advisory firm - (2/10/2021 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2021 Terminated)Michigan
Registered Investment Advisory firm - (2/11/2021 Terminated)Mississippi
Registered Investment Advisory firm - (2/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (2/10/2021 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2021 Terminated)Tennessee
Registered Investment Advisory firm - (3/12/2021 Terminated)Texas
Registered Investment Advisory firm - (2/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
68 Harrison Avenue Ste 605 Pmb 50966, Boston, MA 02115-1929
Mailing Address
Phone number
(617) 227-3825
Established
Firm type
Fiscal year end
# of Employees
162
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,776 |
| AUM (Assets Under Management) | $ 2,147,404 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
