Sheryl Conklin is a CFP-designated registered investment advisor at Conklin Financial Planning, based in Thornton, CO, with 8 years of industry experience. Sheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- For limited scope projects, a fixed fee of $726 may be offered.
- Annual plan updates cost $1,500-$2,500.
Location
Thornton, CO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Conklin Financial Planning
Previous Registrations
Origin Financial
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.