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Sandra Marie Kerr

Perigon Wealth Management, LLC

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About Sandra Marie Kerr

Sandra Kerr is a financial advisor with over 30 years of experience in the industry. Sandra is currently registered with Perigon Wealth Management, LLC and is based out of their Southfield, MI office. Previously, Sandra was a financial advisor for TRIAD ADVISORS, INC. in Troy, MI and Lincoln Financial Advisors Corporation in Southfield, MI. Sandra specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Sandra holds the Series 6, 7, and SIE licenses and the Certified Financial Planner designation.

Firm Information

Sandra Kerr is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sandra Kerr’s Registration & Firm History

MI

12/14/2023 - Present

Perigon Wealth Management, LLC (SOUTHFIELD MI)

MI

08/11/2006 - 06/16/2016

TRIAD ADVISORS, INC. (Troy MI)

MI

06/01/1998 - 08/14/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)

PA

08/17/1993 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 07/21/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Marie Kerr.
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