The Sherwin Group

The Sherwin Group (CRD# 165093) is a financial advisory firm headquartered in Mankato, MN. They manage $17,823,328 in 162 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $110,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • 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.

IA, MN

Financial Advisors at The Sherwin Group
Showing 1 - 1 of 1 top financial advisors.
1
Michelle L. Amundson
CRD#: 2426213
226 N. Broad St., Ste. A, Mankato, MN 56001
93
Wealthminder
score

Michelle Amundson (CRD# 2426213) is an Investment Advisor Representative working at The Sherwin Group in Mankato, MN and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.