About Sheri
Sheri has proudly been serving credit union members since 1994.
As a dedicated Investment Representative, she holds her Series 6, 7 and 63 securities registration through LPL Financial, as well as a Wisconsin Life Insurance License.
Sheri will assist you in establishing and working toward your financial goals by strategically developing a plan that aligns with your specific needs, experience and time horizon. She understands it is an honor and privilege to work with the members of Landmark Credit Union and strives to make your success her highest priority.
Whether you are just beginning to save, about to retire or somewhere in between, Sheri has the experience and expertise along with the tools and financial products that can be combined into an appropriate solution tailored just for you.
Areas Served
- Bay View
- Cudahy
- West Milwaukee
Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Check the background of our investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Landmark Credit Union Guaranteed | Not Landmark Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS - www.lpl.com/CRS