Theresa Ann Sherman

Current Employers

Employment History

• 06/2014 → 09/2016
  Somerset Financial Group
  Troy, MI
• 09/2014 → 09/2016
  Voya Financial Advisors
  Troy, MI
• 10/2016 → 03/2019
  Securian Financial Services Inc
  St Paul, MN
• 10/2016 → Present
  Weatlh Strategies Financial Group
  Southfield, MI
• 04/2019 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 04/2019 → 08/2023
  Securian Financial Services
  St. Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Southfield, MI
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Part Financial
  Troy, MI

Previous Registrations

• 2016-10-24 → 2023-08-10
  Securian Financial Services, Inc.
  Southfield, MI
  St. Paul, MN
• 2014-07-24 → 2016-09-21
  Voya Financial Advisors, Inc.
  Troy, MI
  Braintree, MA
• 2012-10-17 → 2012-12-04
  On Investment Management Co
  Sterling Heights, MI
  Cincinnati, OH
• 2010-01-20 → 2011-10-12
  New England Securities
  Sterling Heights, MI

Other Businesses

1) RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: , Clawson MI , United States DESCRIPTION: Owner 2) WSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2019 ADDRESS: , Southfield MI , United States DESCRIPTION: Agent/Broker 3) TROY FAMILY DAZE SECETARY POSITION: Secretary NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2022 ADDRESS: SAME AS RESIDENTIAL LOCATION DESCRIPTION: Taking Meeting Notes and volunteering 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE:04/2019; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2016, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: PART FINANCIAL INVESTMENT RELATED: YES, ADDRESS: 3916 MEADOWBROOK DR, TROY MI 48084 NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/16/26 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (OR OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2009-10-08

Other Names

• Theresa A Sherman
• Theresa Ann Bovensiep
• Theresa Ann Bovensiep