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Cherie Leigh Proctor

Retirewise Tax And Wealth Advisors, Inc.

Topeka, KS

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Current Employers
Retirewise Tax And Wealth Advisors, Inc.

2820 Sw Mission Woods Drive, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-06-25
  • KS RA
    APPROVED
    Since 2026-06-25

Branch Locations

2820 Sw Mission Woods Drive, Topeka, KS 66614 • 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
Retirewise Tax And Wealth Advisors, Llc Topeka KS 05/2026 Present
Topeka Public Schools Topeka KS 08/2022 Present
Kansas State University Manhattan KS 05/2021 05/2022
Cfcc & Associates Topeka KS 09/2018 01/2022
Topeka Rentals Llc Topeka KS 08/2003 09/2018
Probaso And Associates Topeka KS 02/2022 03/2022
  • 05/2026 → Present
    Retirewise Tax And Wealth Advisors, Llc
    Topeka, KS
  • 08/2022 → Present
    Topeka Public Schools
    Topeka , KS
  • 05/2021 → 05/2022
    Kansas State University
    Manhattan , KS
  • 09/2018 → 01/2022
    Cfcc & Associates
    Topeka , KS
  • 08/2003 → 09/2018
    Topeka Rentals Llc
    Topeka , KS
  • 02/2022 → 03/2022
    Probaso And Associates
    Topeka , KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-25
  • S65 Uniform Investment Adviser Law Examination
    2026-06-25
Other Names
  • Cherie Leigh Durst
  • Cherie Leigh Baker

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
PROACTIVE CAPITAL MANAGEMENT, INC.

Other Investors

THERESA A YOUNG
ALLISON ANNE ARMITAGE
MARK E YOUNG
JOSEPH GERALD PROKOP
KURT C GUTH
Joshua Matthew Wyatt
Christopher Lee Jones
Jacob Allen Lindstrom

Other Offices

LPL FINANCIAL LLC · Topeka, KS
LPL FINANCIAL LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS
AE WEALTH MANAGEMENT, LLC · Topeka, KS
AE WEALTH MANAGEMENT, LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Topeka, KS
OFG FINANCIAL SERVICES, INC. · TOPEKA, KS

More in Topeka, KS

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