Sheri Hensley
Advisor at OSAIC
Updated today
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.
Location
Canadian, TX 79014
Credentials
Series 63, Series 65
Industry experience
35 years
About
Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. Her prior roles include positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Outside of her advisory work, she serves as treasurer for her family farm and a quarter horse breeding operation, and is involved as a board member and bookkeeper for the Canadian Rotary Club. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.
$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.
Location
10400 County Road 23
Canadian, TX 79014
Most active in
Sheri H has reported serving >5 clients in these states in the last 12 months.
California · Oklahoma · Texas
Work history
OSAIC
2018 - Present (8 years)
Signator Investors, Inc.
2016 - 2018 (2 years)
Hemphill County Soil And Water
2015 - Present (11 years)
Transamerica Financial Advisors, Inc.
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Evan M
Series 65
Canadian, TX
Golden Spread Wealth, LLC
Evan Mc Mordie is a financial advisor at Golden Spread Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Compass Financial Strategies, Capital Strategies, The Scioli Group, and Texas Tech University. He serves as a trustee for the Frank McMordie Family Trust, overseeing agricultural and petroleum interests. Golden Spread Wealth provides discretionary portfolio management and individualized financial planning to individuals, charitable organizations, and corporate clients. The firm employs a mix of fundamental, technical, and cyclical analysis to build long-term investment plans and engages in due diligence on private placements and alternative investments.
Kinsey B
Series 66
Canadian, TX
Perennial Wealth Advisors, LLC
Kinsey Burrus is a financial advisor at Perennial Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of his advisory role, Burrus co-owns a cattle grazing operation and is involved in managing inherited real estate and mobile home park holdings. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm employs a strategic asset allocation framework focused on ETFs, mutual funds, and select liquid alternatives, offering regular client reviews and tailored portfolio management.
Michael G
CFP®, Series 63
Canadian, TX
LPL Financial
Michael Gardiner is a CFP® with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors, among others. In addition to his advisory work, he operates a CPA firm and is a licensed notary. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and flexible investment solutions tailored to client needs.
Charles M
Series 66
Canadian, TX
Raymond James Financial
Charles Mann is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2023. Outside of advising, he is a partner in a family cattle stocker business and also works as an independent contractor for Habit Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a wide affiliate network.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")