Cheryl Ann Boyer

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 08/1986 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 08/1989 → Present
  Cheryl A Boyer
  Sidney, OH

Other Businesses

1. Boyer Financial Group . SINCE 02/1989, INCOME TAX PREPARATION, PREPARE FEDERAL, STATE & LOCAL INCOME TAX RETURNS. 2. Boyer Financial Group /RUESE INSURANCE AGENCY, LTD. SINCE 08/1998, SALE OF LIFE INSURANCE TERM, WHOLE LIFE THROUGH CINCINNATI LIFE INSURANCE COMPANY WHICH IS AFFILIATED WITH RUESE INSURANCE AGENCY, A PROPERTY CASUALITY INSURANCE AGENCY. 5 HRS. MO SAME DURING SECURITIES TRADING. 3. Boyer Financial Group, Inc., DBA, Employee, Officer, Owner. investment related, 60% time spent on activity during securities hrs. 4. The Gregory Reyes Foundation, 7/01/2025 Consultant, Foundation, Volunteer, Non-investment related, 11-20% time spent on activity during non-securities hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-21

Designations

• Certified Financial Planner