Sherry Lynn Pingel

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 07/2018
  Johnson Bank
  Madison, WI
• 05/2017 → 07/2018
  Cleary Gull Advisors Inc.
  Madison, WI
• 08/2018 → 10/2021
  Wipfli Financial Advisors, Llc
  Madison, WI
• 10/2021 → 09/2022
  Wipfli Financial Advisors, Llc
  Madison, WI
• 10/2022 → Present
  Creative Planning, Llc
  Madison, WI

Previous Registrations

• 2018-08-08 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Madison, WI
  Milwaukee, WI
• 2017-07-29 → 2018-07-30
  Johnson Wealth Inc.
  Madison, WI
• 2011-03-31 → 2014-01-13
  Filbrandt Investment Advisers Incorporated
  Middleton, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-28

Other Names

• Sherry Lynn Bednarski