Sherri Munkelwitz, financial advisor Amery WI

Sherri Munkelwitz

CRD Number: 4961031
Current Firm: Raymond James Financial Services Advisors, Inc.

Sherri Munkelwitz (CRD# 4961031) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kwik Trip Turtle Lake, WI Sep 2022 - Current 1
Bremer Bank Amery, WI Jul 2016 - Current 7
Raymond James Financial Services Amery, WI Aug 2009 - Current 14
Raymond James Financial Services Advisors, Inc. Amery, WI Aug 2009 - Current 14
Bremer Investment Amery, WI Mar 2009 - Current 15
Bremer Investment Services, Inc. Amery, WI Sep 2008 - Jul 2016 7
Bremer Bank, Na Amery, WI Jun 1998 - Dec 2014 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Sherri J. Munkelwitz
Phone Number: 727-567-3020
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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