Kaitlin Rebecca Theobald
Investment adviser representative at Sherrill & Hutchins Financial Advisory Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$623.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sherrill & Hutchins Financial Advisory, Inc.Sep 2014 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Sherrill & Hutchins Financial Advisory Inc
$623.7MAssets managed
409Clients
6Advisers
41 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
- 7015222
- Firm CRD
- 105302