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Sherry Jean Prader

Access Financial Resources Inc.

Oklahoma City, OK

CRD 5494874

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Employer firm

Access Financial Resources Inc. CRD 109495

$411M regulatory AUM 39 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Access Financial Resources Inc.

3621 Nw 63Rd Street Suite A-1, Oklahoma City, OK 73116 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2016-12-01
TX RA APPROVED_RES 2016-12-01
  • OK RA
    APPROVED
    Since 2016-12-01
  • TX RA
    APPROVED_RES
    Since 2016-12-01

Branch Locations

3621 Nw 63Rd Street Suite A-1, Oklahoma City, OK 73116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arvest Asset Management Norman OK 01/2008 10/2016
Access Financial Financial Resources, Inc. Oklahoma City OK 12/2016 Present
Sherry Prader Wayne OK 09/2008 04/2018
  • 01/2008 → 10/2016
    Arvest Asset Management
    Norman, OK
  • 12/2016 → Present
    Access Financial Financial Resources, Inc.
    Oklahoma City, OK
  • 09/2008 → 04/2018
    Sherry Prader
    Wayne, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-13
  • S66 Uniform Combined State Law Examination
    2008-08-13
Other Names
  • Sherry Jean Lamunyon
  • Sherry Jean Pope

View on SEC IAPD

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