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RIA / WealthAdvisorCertified Financial Planner33 years in industry

SANDRA MARIE KERR

Advisor at PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA | FERNDALE, MI | SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:64843580-df2b-10ea-e173-72bd3219629e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERIGON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 21, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 21, 1993
First registration: Nov 20, 2009
Dual registered: no
Other names: SANDRA M KERR|SANDRA M FRENCH|SANDRA M FRENCH
IAPD individual key: 2375759

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Dec 14, 2023	n/a	yes	FERNDALE, MI\|SOUTHFIELD, MI\|SAN FRANCISCO, CA	Current employment
LUMIN FINANCIAL, LLC	Former SEC adviser	Jan 14, 2020	Mar 21, 2024	no	SOUTHFIELD, MI	Previous registration
BARON WEALTH MANAGEMENT, LLC	Independent wealth	Jun 23, 2016	Nov 1, 2019	no	TROY, MI	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Dec 17, 2015	Jun 16, 2016	no	ATLANTA, GA\|Novi, MI\|Troy, MI\|ATLANTA, GA\|TROY, MI	Previous registration
VISION CAPITAL PARTNERS	Independent wealth	Jun 29, 2015	Dec 15, 2015	no	ANN ARBOR, MI	Previous registration
HENRICKSON NAUTA WEALTH ADVISORS, INC.	Independent wealth	Nov 20, 2009	Jul 20, 2015	no	NORTHVILLE, MI\|BELMONT, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LUMIN FINANCIAL, LLC	PERIGON WEALTH MANAGEMENT, LLC	Mar 21, 2024	Dec 14, 2023	-98	Firm change after gap	RIA to RIA
BARON WEALTH MANAGEMENT, LLC	LUMIN FINANCIAL, LLC	Nov 1, 2019	Jan 14, 2020	74	Firm change	RIA to RIA
TRIAD ADVISORS, LLC	BARON WEALTH MANAGEMENT, LLC	Jun 16, 2016	Jun 23, 2016	7	Firm change	Other
VISION CAPITAL PARTNERS	TRIAD ADVISORS, LLC	Dec 15, 2015	Dec 17, 2015	2	Firm change	Other
HENRICKSON NAUTA WEALTH ADVISORS, INC.	VISION CAPITAL PARTNERS	Jul 20, 2015	Jun 29, 2015	-21	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
124138:131037:MI:2024-03-21	Mar 21, 2024	Dec 14, 2023	SOUTHFIELD, MI	Firm change after gap
141201:175147:MI:2015-07-20	Jul 20, 2015	Jun 29, 2015	BELMONT, MI	Firm change

Relationships

Registered with (6)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ LUMIN FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 14, 2020 to Mar 21, 2024factForm ADV
→ BARON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 23, 2016 to Nov 1, 2019factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 17, 2015 to Jun 16, 2016factForm ADV
→ VISION CAPITAL PARTNERSRegistered adviserregistration: previous registration
Jun 29, 2015 to Dec 15, 2015factForm ADV
→ HENRICKSON NAUTA WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 20, 2009 to Jul 20, 2015factForm ADV

Dated events

Occurred
Mar 21, 2024
Advisor changed firm
Sandra Marie Kerr left Lumin Financial, Llc for Perigon Wealth Management, Llc (registered 2023-12-14)
Form ADVobserved 3 days ago