The Sherwin Group

The Sherwin Group (CRD# 165093) is a financial advisory firm headquartered in Mankato, MN. They manage $27,270,087 in 232 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
124 E. Walnut St., Ste. 260, Mankato, MN 56001
http://www.sherwingroup.biz
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $117,543
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, MN

Financial Advisors at The Sherwin Group
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Amundson, financial advisor Mankato MN
Michelle L. Amundson
CRD#: 2426213
124 E. Walnut St., Ste. 260, Mankato, MN 56001

Michelle Amundson (CRD# 2426213) is an Investment Advisor Representative working at The Sherwin Group in Mankato, MN and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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