Sheldon Sutherland (CRD# 7469956) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
D.m. Kelly & Company | Des Moines, IA | Oct 2021 - Current | 2 |
Dmkc Advisory Services, LLC | Des Moines, IA | Oct 2021 - Current | 2 |
Walmart Inc. | Woodbridge, VA | Mar 2021 - Sep 2021 | < 1 |
Us Army Reserve | White Plains, MD | Jul 2020 - Mar 2021 | < 1 |
Unemployed | Woodbridge, VA | Nov 2019 - Jul 2020 | < 1 |
Wall Street English | Hangzhou, | Dec 2018 - Nov 2019 | < 1 |
Unemployed | Woodbridge, VA | Sep 2018 - Dec 2018 | < 1 |
Us Army National Guard | Swainsboro, GA | Sep 2012 - Sep 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- IA
-
Total Assets Under Management563MILLIONS
-
Total Number of Accounts748ACCOUNTS
-
Average Account Value$752,019
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IA, ID, IL, KS, MI, MN, MT, NE, SD, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.