Cheryl Seifert has been an investment adviser representative at CAVU Wealth Management since January 2019, and is not listed among the firm’s executive officers or direct owners. Cheryl Seifert holds a Bachelor's degree from UCLA and a Master's degree from the University of Santa Monica.
Cavu Wealth Management Inc. is a Lakeside, CA firm with $209M under management, 378 clients and 7 advisers across 5 offices, as of its August 2026 filing.
Cheryl Seifert is Financial Planner of CAVU Wealth Management. She serves clients in Southern California, Northern California and Northern Idaho and brings 24 years experience to the team. She helps clients create investment strategies aligned with their goals through the financial planning process.
Cheryl Seifert’s longest registration is the current one, 7 years at CAVU Wealth Management since 2019. Before joining CAVU Wealth Management in 2019, Cheryl Seifert was registered through Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC.
- Cavu Wealth ManagementCurrent– present · 7 yearsKula, HI · Adviser representative · Firm CRD 299089
- Capital Financial Consultants Group, Inc.– · 4 yearsSandpoint, ID · Adviser representative · Firm CRD 133657
- Independent Financial Group, LLC– · under a yearSandpoint, ID · Adviser representative · Firm CRD 7717
- D.a. Davidson & Co.– · 6 yearsSandpoint, ID · Adviser representative · Firm CRD 199
- Banc of America Investment Services, Inc.– · under a yearFairfax, CA · Adviser representative · Firm CRD 16361
- TD Waterhouse Investor Services, Inc.– · 1 yearSanta Rosa, CA · Adviser representative · Firm CRD 7870
- Charles Schwab & Co., Inc.– · 5 yearsSanta Rosa, CA · Adviser representative · Firm CRD 5393
Professional designations
Listed by CAVU Wealth Management
- CFP®
Investment adviser representative registrations
Cheryl Seifert is registered as an investment adviser representative in 3 states. The first approvals date from January 2019; the most recent is Hawaii, in July 2025.
- CaliforniaSince 4 January 2019
- HawaiiSince 4 July 2025
- IdahoSince 28 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2008 |
| Series 24 | General Securities Principal Examination | 14 March 2008 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 17 November 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 1992 |
| Series 7 | General Securities Representative Examination | 13 July 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cheryl Lynn Seifert
- CRD
- 2154701
- Firm
- CAVU Wealth Management · CRD 299089
- Office
- Kula, HI
- Registration
- Investment adviser registration
- In the industry since
- March 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cavuwm.com
Where does Cheryl Seifert work?
Cheryl Seifert is an investment adviser representative registered through Cavu Wealth Management Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Cheryl Seifert a financial advisor?
Yes. Cheryl Seifert has a current investment-adviser registration in California, Hawaii and Idaho, through CAVU Wealth Management since January 2019.
How many years of experience does Cheryl Seifert have?
Cheryl Seifert has 31 years in the financial industry, since March 1995, across 7 adviser firms.
What exams has Cheryl Seifert passed?
Cheryl Seifert has passed 5 licensing exams: the Series 7, Series 63, Series 8, Series 24 and Series 65. The earliest, the Series 7, was passed in July 1992. FINRA credited Cheryl Seifert with the SIE, which began in October 2018.
Where did Cheryl Seifert work before CAVU Wealth Management?
Before CAVU Wealth Management, Cheryl Seifert was registered through Independent Financial Group, LLC, July 2015 to July 2015; D.a. Davidson & Co., August 2008 to February 2015; Banc of America Investment Services, Inc., May 2005 to June 2005; TD Waterhouse Investor Services, Inc., May 2003 to November 2004; Charles Schwab & Co., Inc., July 1997 to May 2003.
Where is Cheryl Seifert based?
Cheryl Seifert’s registered office is in Kula, HI.
Is Cheryl Seifert registered with FINRA?
No. Cheryl Seifert has no current broker registration.
Is Cheryl Seifert a CFP?
CAVU Wealth Management lists Cheryl Seifert with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Cheryl Seifert’s record?
Search CRD 2154701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cheryl Seifert’s full registration record.
