The Sherry Group, Inc.

The Sherry Group, Inc. (CRD# 146271) is a financial advisory firm headquartered in Mountain Home, AR. They manage $54,225,462 in 484 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $112,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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.

AR, FL, IL, TX

Financial Advisors at The Sherry Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas R. Czanstkowski
CRD#: 3130697
5 E. 6th Street, Mountain Home, AR 72653
96
Wealthminder
score

Thomas Czanstkowski (CRD# 3130697) is an Investment Advisor Representative working at The Sherry Group, Inc. in Mountain Home, AR and has over 18 years of experience in the finance industry. Thomas Czanstkowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
H. Raymond Sherry
CRD#: 1020805
5 E. 6th Street, Mountain Home, AR 72653
96
Wealthminder
score

H. Raymond Sherry (CRD# 1020805) is an Investment Advisor Representative working at The Sherry Group, Inc. in Mountain Home, AR and has over 24 years of experience in the finance industry.

3
Daniel L. Frost
CRD#: 1004213
306 Johnson Street, Harvard, IL 60033
93
Wealthminder
score

Daniel Frost (CRD# 1004213) is an Investment Advisor Representative working at The Sherry Group, Inc. in Harvard, IL and has over 14 years of experience in the finance industry.

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