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Sherry Elaine Neeley

Investment adviser representative at Authentikos Wealth Advisory LLC
12 yearsExperience
1 stateRegistered in
$184.1MFirm assets
5 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Authentikos Wealth Advisory LLCFeb 2025 to now
  2. Educational Consulting - Self EmployedMar 2023 to now
  3. First Command Advisory Services, IncFeb 2023 to Feb 2025
  4. First Command Brokerage Services, IncFeb 2023 to Feb 2025
  5. First Command Insurance Services, IncFeb 2023 to Feb 2025
  6. First Command Brokerage Service, IncNov 2022 to Feb 2023
  7. New Braunfels Church of ChristMar 2020 to Dec 2022
  8. Stay At Home MomDec 2019 to Mar 2020
  9. Walk No More CarpoolAug 2014 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Authentikos Wealth Advisory LLC

$184.1MAssets managed
432Clients
4Advisers
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
7664179
Firm CRD
286646
Advisor's SEC record (opens in a new tab)
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