Sheri Annis Baker
Investment adviser representative at Expand Financial, LLC
27 yearsExperience
2 statesRegistered in
PFSDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- July Holdings, LLCJan 2020 to now
- July Business Services, LLCMay 2019 to now
- Summit Payroll Solutions, Inc.Jan 2015 to now
- Mbski Holdings, LLCSep 2012 to now
- Expand Financial, LLCJun 2010 to now
- Expand Financial, LLC F/k/a Boa, LLC.Dec 2009 to now
- Summit Benefit Insurance, LtdJul 2002 to now
- Summit Benefit Solutions, Inc.Apr 1999 to now
- Km&m Pinnacle, LtdJan 2008 to Dec 2019
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Expand Financial, LLC
$2.8BAssets managed
1,858Clients
7Advisers
5 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
- 3257794
- Firm CRD
- 152515