Sheryl Meyer has been Chief Compliance Officer of Pinion Investment Advisors since April 2022, is a control person of the firm and directly owns under 5% of it.
Pinion Investment Advisors, LLC is a Wichita, KS firm with $837M under management, 615 clients and 8 advisers across 4 offices, as of its May 2026 filing.
Sheryl Meyer’s longest registration is the current one, 11 years at Pinion Investment Advisors since 2015. Before joining Pinion Investment Advisors in 2015, Sheryl Meyer was registered through VSR Advisory Services and UBS Financial Services Inc.
- – present · 11 yearsWichita, KS · Adviser representative · Firm CRD 114556
- VSR Advisory Services– · 2 yearsWichita, KS · Adviser representative · Firm CRD 14503
- UBS Financial Services Inc.– · 1 yearWichita, KS · Adviser representative · Firm CRD 8174
- Wells Fargo Advisors, LLC– · under a yearWichita, KS · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Sheryl Meyer is registered as an investment adviser representative in Kansas, since January 2015.
- KansasSince 5 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 25 January 2016 |
| Series 24 | General Securities Principal Examination | 1 December 2015 |
| Series 66 | Uniform Combined State Law Examination | 14 March 2011 |
| Series 7 | General Securities Representative Examination | 19 January 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 1999 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Sheryl Anne Meyer
- CRD
- 2997529
- Firm
- Pinion Investment Advisors · CRD 114556
- Role
- Chief Compliance Officer
- Office
- 1605 N WATERFRONT PKWY, Wichita, KS 67206
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Sheryl Meyer work?
Sheryl Meyer has been Chief Compliance Officer of Pinion Investment Advisors, LLC since April 2022, and is a control person of the firm.
Is Sheryl Meyer a financial advisor?
Yes. Sheryl Meyer has a current investment-adviser registration in Kansas, through Pinion Investment Advisors since January 2015.
How many years of experience does Sheryl Meyer have?
Sheryl Meyer has 17 years in the financial industry, since November 2008, across 4 adviser firms.
What exams has Sheryl Meyer passed?
Sheryl Meyer has passed 7 licensing exams: the Series 63, Series 65, Series 7, Series 66, Series 24, Series 53 and Series 52TO. The earliest, the Series 63, was passed in September 1999. FINRA credited Sheryl Meyer with the SIE, which began in October 2018.
Where did Sheryl Meyer work before Pinion Investment Advisors?
Before Pinion Investment Advisors, Sheryl Meyer was registered through VSR Advisory Services, October 2012 to November 2014; UBS Financial Services Inc., August 2011 to October 2012; Wells Fargo Advisors, LLC, March 2011 to August 2011.
Where is Sheryl Meyer based?
Sheryl Meyer’s registered office is in Wichita, KS.
Is Sheryl Meyer registered with FINRA?
Yes. Sheryl Meyer has a current broker registration, under CRD 2997529.
Source: FINRA BrokerCheck
How can I verify Sheryl Meyer’s record?
Search CRD 2997529 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sheryl Meyer’s full registration record.
