Kerry Luehrs

Kerry oversees all operations and projects for the firm and works closely with leadership to support compliance and regulatory processes. She plays a key role in maintaining records and files in alignment with FINRA and SEC requirements and serves as the primary point of contact for branch audits, coordinating and implementing ongoing industry compliance requirements for the firm. 

Background

Kerry joined the firm in June 2006 and holds Series 6 and Series 63 securities registrations through LPL Financial. Prior to joining the firm, she worked for a nonprofit organization as a Residential Supervisor, providing support and assisting with daily life skills for individuals with intellectual disabilities.