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Sherry Schaffert

Spc

Troy, MI

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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

101 West Big Beaver Rd Suite 1432, Troy, MI 48084 • 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
Titan Wealth Bloomfield Hills MI 12/2004 10/2017
Sigma Financial Corporation Bloomfield Hills MI 12/2004 09/2017
Sigma Financial Corporation Ann Arbor MI 11/2017 05/2020
Betcher Financial Sterling Heights MI 10/2017 11/2017
Titan Wealth Bloomfield Hills MI 11/2017 06/2020
Fidelity Investments Grand Blanc MI 06/2020 06/2022
Pruco Securities Llc Troy MI 06/2022 12/2022
Voya Financial Advisors Bloomfield Hills MI 09/2023 02/2024
Unemployed Clarkston MI 12/2022 09/2023
Sigma Financial Corporation Ann Arbor MI 03/2024 Present
The Prudential Insurance Company Of America Troy MI 07/2022 12/2022
  • 12/2004 → 10/2017
    Titan Wealth
    Bloomfield Hills, MI
  • 12/2004 → 09/2017
    Sigma Financial Corporation
    Bloomfield Hills, MI
  • 11/2017 → 05/2020
    Sigma Financial Corporation
    Ann Arbor, MI
  • 10/2017 → 11/2017
    Betcher Financial
    Sterling Heights, MI
  • 11/2017 → 06/2020
    Titan Wealth
    Bloomfield Hills, MI
  • 06/2020 → 06/2022
    Fidelity Investments
    Grand Blanc, MI
  • 06/2022 → 12/2022
    Pruco Securities Llc
    Troy, MI
  • 09/2023 → 02/2024
    Voya Financial Advisors
    Bloomfield Hills, MI
  • 12/2022 → 09/2023
    Unemployed
    Clarkston, MI
  • 03/2024 → Present
    Sigma Financial Corporation
    Ann Arbor, MI
  • 07/2022 → 12/2022
    The Prudential Insurance Company Of America
    Troy, MI
Previous Registrations
  • 2023-09-11 → 2024-02-13
    Voya Financial Advisors, Inc.
    Bloomfield Hills, MI
  • 2022-06-22 → 2022-12-16
    Pruco Securities, Llc.
    Troy, MI
  • 2020-11-24 → 2022-06-11
    Fidelity Personal And Workplace Advisors
    Grand Blanc, MI
  • 2018-04-20 → 2020-07-09
    Spc
    Bloomfield Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-13
S63 Uniform Securities Agent State Law Examination 2010-12-12
  • S65 Uniform Investment Adviser Law Examination
    2018-04-13
  • S63 Uniform Securities Agent State Law Examination
    2010-12-12
Other Names
  • Sherry Lynn Lafnear
  • Sherry Lynn Brittain
  • Sherry Lynn Schaffert
  • Sherry Schaffert

View on SEC IAPD

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COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES
BARKING SANDS CAPITAL

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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