Sherry Taxman

Employer firm

Doctors Family Office LLC CRD 286462

31 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Doctors Family Office Llc

Omaha, NE • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2018-06-12

NE RA
APPROVED

Since 2018-06-12

Branch Locations

Omaha, NE • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Omaha	NE	07/2005	07/2017
Doctors Family Office	Omaha	NE	07/2014	Present

07/2005 → 07/2017

Unemployed

Omaha, NE
07/2014 → Present

Doctors Family Office

Omaha, NE

Previous Registrations

2017-08-09 → 2018-05-31

Doctors Family Office Llc

Omaha, NE
2003-01-14 → 2004-12-31

Xelan Financial Planning, Inc.

Omaha, NE
1999-08-30 → 2003-01-16

Xelan Investment Services, Inc.

Omaha, NE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-22

S65 Uniform Investment Adviser Law Examination

2016-03-22

View on SEC IAPD