Advisor at Expand Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Expand Financial, LLC
Location
Littleton, CO
Credentials
PFS™, Series 66
Industry experience
18 years
Sheri Baker is a financial advisor at Expand Financial, LLC with 18 years of industry experience. She holds the PFS™ and Series 66 credentials. In addition to her advisory role, she serves as CFO and president of several related businesses that provide record keeping and administrative services for third-party retirement plan administration. Expand Financial advises individuals, including high-net-worth clients, as well as institutional clients such as employer-sponsored retirement plans, foundations, trusts, and charitable organizations. The firm employs a top-down macro-environmental investment process focused on tactical asset allocation and sector rotation, managing portfolios through discretionary and non-discretionary strategies.
Based on Expand Financial, LLC
Based on Expand Financial, LLC
Flat fees may be negotiated for investment management; Retirement Plan Services flat fees range from $100 to $75,000 annually
$200-$500 per hour for limited scope consulting projects
Littleton, CO
Ohio · Texas
July Holdings, LLC
2020 - Present (6 years)
July Business Services, Llc
2019 - Present (7 years)
Summit Payroll Solutions, Inc.
2015 - Present (11 years)
Mbski Holdings, Llc
2012 - Present (14 years)
EXPAND FINANCIAL, LLC f/k/a BOA, LLC.
2009 - Present (17 years)
Km&M Pinnacle, Ltd
2008 - 2019 (11 years)
Summit Benefit Insurance, Ltd
2002 - Present (24 years)
Summit Benefit Solutions, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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