Sherry Ann Hardin

Current Employers

Employment History

• 08/2009 → 08/2017
  Wfg Investments, Inc
  Peoria, AZ
• 03/2016 → Present
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 08/2017 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 10/2023 → Present
  Private Client Services
  Peoria, AZ

Previous Registrations

• 2009-08-21 → 2017-08-30
  Wfg Advisors, Lp
  Peoria, AZ
• 2005-01-04 → 2009-08-25
  Associated Planners Investment Advisory Inc
  Peoria, AZ
• 2004-01-22 → 2009-08-24
  Associated Securities Corp.
  Peoria, AZ
  Peoria, AZ

Other Businesses

1) Bell and Associates- Ash Brokerage Insurance. Insurance Sales. Insurance for Clients. 1 hr/mo; 0 during trading hrs. 2) C&H AZ Properties. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ Ownership of property at 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. Review monthly balance sheet and P&L. 1 hr/mo; 0 during trading hrs. 3) Hardin Financial Services. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. Tax preparation and planning. Owner. 4) Clarus Wealth Advisors. 9125 W Thunderbird Rd, Peoria, AZ 85381. RIA. 5) Nexus Tax Solutions. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. Tax preparation and planning. Meet with clients and prepare tax returns. 60 hrs/mo; 45 during trading hrs. Non-investment related. 6) Arrowhead Republican Women. PO Box 1998 Sun City AZ 85372. Social organization based on presenting political candidates to learn their platforms. Duties: Financial Review Committee: At least two members to perform an annual financial review to the executive board or as needed. 1 hour/month, zero during trading hours. Not investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-30
• S63 Uniform Securities Agent State Law Examination
  1998-10-30

Designations

Other Names

• Sherry Ann Allen