Cherie Proctor has been an investment adviser representative at RetireWise Tax and Wealth Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. Cherie Proctor studied at Washburn Law School.
Retirewise Tax and Wealth Advisors, Inc. is a Topeka, KS firm with $243M under management, 294 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Cherie Proctor is a Financial Advisor at RetireWise Tax and Wealth Advisors, Inc. Her path to the firm began as a client. Earlier, she attended Washburn Law School, clerked for a United States District Court Judge, and built a career as an attorney and real estate company owner.
- – present · under a yearTopeka, KS · Adviser representative · Firm CRD 284394
Investment adviser representative registrations
Cherie Proctor is registered as an investment adviser representative in Kansas, since June 2026.
- KansasSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cherie Leigh Proctor
- CRD
- 8282001
- Firm
- RetireWise Tax and Wealth Advisors · CRD 284394
- Office
- 2820 SW MISSION WOODS DRIVE, Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirewisepath.com
Where does Cherie Proctor work?
Cherie Proctor is an investment adviser representative registered through Retirewise Tax and Wealth Advisors, Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cherie Proctor a financial advisor?
Yes. Cherie Proctor has a current investment-adviser registration in Kansas, through RetireWise Tax and Wealth Advisors since June 2026.
How many years of experience does Cherie Proctor have?
Cherie Proctor has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Cherie Proctor passed?
Cherie Proctor passed the Series 65 in June 2026.
Where is Cherie Proctor based?
Cherie Proctor’s registered office is in Topeka, KS.
Is Cherie Proctor registered with FINRA?
No. Cherie Proctor has no current broker registration.
How can I verify Cherie Proctor’s record?
Search CRD 8282001 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cherie Proctor’s full registration record.
