Sheri Janelle Messer
Investment adviser representative at Fefa Financial
14 yearsExperience
3 statesRegistered in
$435.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Fefa FinancialMay 2023 to now
- Vci Wealth Management LLCMay 2023 to now
- Fefa Advisors LLC (previously Ev Federal, LLC )Nov 2016 to now
- Ae Wealth Management, LLCMay 2020 to Feb 2024
- Fefa Asset Management, LLCMay 2020 to Feb 2024
- Service Corporation InternationalOct 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (FL, IA, TX).
Fefa Financial
Legal name: Vci Wealth Management LLC
$435.3MAssets managed
1,686Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624690
- Firm CRD
- 324833