Sherri Deanna Wignall

Current Employers

Employment History

• 12/2010 → Present
  World Financial Group, Inc.
  Colorado Springs, CO
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Colorado Springs, CO
• 04/2018 → Present
  Instacart
  San Francisco, CA
• 03/2019 → Present
  Netlaw
  Louisville, KY
• 11/2021 → Present
  Lspn Pro, Llc
  Lindon, UT
• 09/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 04/2025 → Present
  Prime Corporate Services
  Murray, UT
• 01/2026 → Present
  Instacart
  San Francisco, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LSPN Pro, LLC / 1121-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients NETLAW/ emp dates: 0319 TO PRESENT/ INVESTMENT RELATED: NO /address: 12910 SHELBYVILLE RD. SUITE 124 LOUISVILLE, KY 40243/ position: INDEPENDENT AGENT/ nature of business: ONLINE SERVICE That gives individuals the ability to write their will, trust estate planning/ hrs work monthly: 0/ Sec trading hrs: 0/ duties: OFFERED TO CLIENTS WHILE MEETING WITH THEM ABOUT THEIR NEEDS INSTACART | 50 Beale, STE 600, San Francisco, CA 94105 | Partnership and website is www.instacart.com | Grocery delivery service, independent contractor | 40 hrs/monthly and 1 hour during trading. INHERITGUARD, LLC POSITION: None NATURE: Providing Bundled Professional Services with Emphasis on Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/18/2024 ADDRESS: 30 N Gould Street, STE 41954, Sheridan WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS PRIME CORPORATE SERVICES POSITION: None NATURE: LLC and Corporation Fromation, Business Credit Development, Business and Personal Tax Preparation, Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2025 ADDRESS: 5250 S. Commerce Drive, Suite 200, Murray UT 84107, United States DESCRIPTION: I would refer the services they provide as a referral to my small business client's and prospects, that may benefit from their services. I would give them a website link so that they can sign up for an appointment for a consult, if they are interested. INSTACART POSITION: Independent Contractor/Shopper NATURE: Grocery delivery service INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/03/2026 ADDRESS: 50 Beale St., Suite 600, San Francisco CA 94105, United States DESCRIPTION: Grocery shop and deliver to customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-06
• S63 Uniform Securities Agent State Law Examination
  2013-01-25

Other Names

• Sherri Deanna Young
• Sherri Deanna Lee
• Sherri D. Wignall