S3, Inc.

S3, Inc. (CRD# 108401) is a financial advisory firm headquartered in Minneapolis, MN. They manage $41,935,847 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $267,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at S3, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Mark D. Sherman
CRD#: 2553823
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416
93
Wealthminder
score

Mark Sherman (CRD# 2553823) is an Investment Advisor Representative working at S3, Inc. in Minneapolis, MN and has over 21 years of experience in the finance industry.

2
Thomas A. Sherman
CRD#: 2666612
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416
93
Wealthminder
score

Thomas Sherman (CRD# 2666612) is an Investment Advisor Representative working at S3, Inc. in Minneapolis, MN and has over 21 years of experience in the finance industry.

3
Matthew R. Herrig
CRD#: 6344074
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416
88
Wealthminder
score

Matthew Herrig (CRD# 6344074) is an Investment Advisor Representative working at S3, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.

4
Kurman M. Lori
CRD#: 6270658
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416
87
Wealthminder
score

Kurman Lori (CRD# 6270658) is an Investment Advisor Representative working at S3, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

5
Leslie A. Vaillancourt
CRD#: 1705408
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416
87
Wealthminder
score

Leslie Vaillancourt (CRD# 1705408) is an Investment Advisor Representative working at S3, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

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