Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
35 years
Location
Canadian, TX 79014
OSAIC
Institution
Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, she serves as treasurer for a family farm and a quarter horse breeding operation, and she is a board member and bookkeeper for the Canadian Rotary Club. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios that include various investment types and supports both discretionary and non-discretionary account management.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Canadian, TX
10400 County Road 23
Canadian TX 79014
Advisors at this office
1
California · Oklahoma · Texas
35 years of industry experience
OSAIC
2018 - Present • 8 years
Canadian, TX
Signator Investors, Inc.
2016 - 2018 • 2 years
Canadian, TX
Hemphill County Soil And Water
2015 - Present • 11 years
Canadian, TX
Transamerica Financial Advisors
2009 - 2016 • 7 years
Canadian, TX
Transamerica Financial Advisors, Inc.
2001 - 2009 • 8 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Canadian, TX
Golden Spread Wealth, LLC
Evan Mc Mordie is a financial advisor at Golden Spread Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Compass Financial Strategies, Capital Strategies, The Scioli Group, and Texas Tech University. He serves as a trustee for the Frank McMordie Family Trust, overseeing agricultural and petroleum interests. Golden Spread Wealth provides discretionary portfolio management and individualized financial planning to individuals, charitable organizations, and corporate clients. The firm employs a mix of fundamental, technical, and cyclical analysis to build long-term investment plans and engages in due diligence on private placements and alternative investments.
Series 66
Canadian, TX
Perennial Wealth Advisors, LLC
Kinsey Burrus is a financial advisor at Perennial Wealth Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise from 2018 to 2024. Outside of her advisory role, Burrus co-owns a cattle grazing operation where she performs bookkeeping duties. Perennial Wealth Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm uses a strategic asset allocation approach grounded in Modern Portfolio Theory and primarily invests in ETFs, mutual funds, and liquid alternatives, offering ongoing monitoring and client-tailored risk management.
CFP®, Series 63
Canadian, TX
LPL Financial
Michael Gardiner is a financial advisor with LPL Financial who holds the CFP® designation and has 32 years of industry experience. His work history includes long tenures at Fillingim, Gardiner, Green & McNair, 1st Global Advisors, and Avantax, among others. He also operates a CPA firm specializing in tax preparation and accounting and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting a broad range of investment strategies with a large network of advisors and extensive non-advisory financial services.
Series 66
Canadian, TX
Raymond James Financial
Charles Mann is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He previously worked at Edward Jones for 13 years before joining Raymond James in 2023. Outside of advisory work, he is a partner in an agriculture business managing stocker cattle and operates Habit Financial as an independent contractor. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional portfolio management.
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