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Sherry Jean Prader

Access Financial Resources Inc.

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About Sherry Jean Prader

Sherry Prader is a financial advisor with Access Financial Resources Inc. Sherry has been in the financial industry since 2008 and has a strong track record of success. Sherry is a Registered Representative and Investment Advisor Representative with a Series 66 and Series 7 license. Sherry is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Sherry Prader is currently registered with Access Financial Resources Inc.. Access Financial Resources Inc. is an Oklahoma City, OK-based investment advisor registered with the SEC. The firm has 7 investment advisor representatives and 5 licensed agents. It advises individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Access Financial Resources Inc. manages approximately $307,984,853 in discretionary and non-discretionary assets.
Access Financial Resources Inc.

3621 NW 63RD STREET

OKLAHOMA CITY, OK 73116

$307.98M

Assets Under Management

54

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Sherry Prader’s Registration & Firm History

OK

12/01/2016 - Present

Access Financial Resources Inc. (OKLAHOMA CITY OK)

OK

05/19/2008 - 10/18/2016

ARVEST WEALTH MANAGEMENT (DEL CITY OK)

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Licenses & Designations

BOTH

Issued 08/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sherry Jean Prader.
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