Sherry A. Irwin

THE TABLE FINANCIAL PLANNING LLC

Fountain Hills, AZ

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CRD#: 7688773

Professional summary

Sherry Ann Irwin is a registered financial advisor currently at THE TABLE FINANCIAL PLANNING LLC located in Fountain Hills, Arizona.

Sherry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Sherry has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Ann Irwin'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

January 19, 2023 - Present

THE TABLE FINANCIAL PLANNING LLC

RIA

CRD#: 291812

Fountain Hills, AZ

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

Arizona
(2/2/2023)

IAR

California
(1/19/2023)

IAR

Florida
(3/19/2025)

IAR

Iowa
(3/13/2024)

IAR

Texas
(1/19/2023)

IAR

Virginia
(6/29/2023)

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 65

Date: 8/11/2022

Uniform Investment Adviser Law Examination

Current Firm

THE TABLE FINANCIAL PLANNING LLC

THE TABLE FINANCIAL PLANNING | THE TABLE FINANCIAL PLANNING LLC

CRD#: 291812 / SEC#:

Arizona

Registered Investment Advisory firm - (8/22/2018 Approved)

California

Registered Investment Advisory firm - (4/8/2022 Approved)

Florida

Registered Investment Advisory firm - (3/19/2025 Approved)

Iowa

Registered Investment Advisory firm - (3/13/2024 Approved)

Kansas

Registered Investment Advisory firm - (12/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (7/3/2024 Approved)

Virginia

Registered Investment Advisory firm - (6/29/2023 Approved)

Wyoming

Registered Investment Advisory firm - (10/27/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Fountain Hills, AZ

Mailing Address

Phone number

(618) 363-4050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	266
AUM (Assets Under Management)	$ 36,892,465

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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Sherry A. Irwin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherry Ann Irwin's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE TABLE FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2022

Current Firm

THE TABLE FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE TABLE FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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