Lance Dee Cherry
Investment adviser representative at Markowski Investments
10 yearsExperience
1 stateRegistered in
$473.9MFirm assets
19 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Markowski InvestmentsApr 2019 to now
- Truth of InvestingSep 2018 to now
- Caitlin John, LLCOct 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (KY).
Markowski Investments
Legal name: Markowski Brothers Holding Corporation
$473.9MAssets managed
1,275Clients
5Advisers
19 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
- 5274747
- Firm CRD
- 141883