The Sherwin Group

The Sherwin Group (CRD# 165093) is a financial advisory firm headquartered in Mankato, MN. They manage $20,210,156 in 148 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $136,555
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

AK, IA, MN

Financial Advisors at The Sherwin Group
Showing 1 - 1 of 1 top financial advisors.
1
Michelle L. Amundson
CRD#: 2426213
124 E. Walnut St., Ste. 260, 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 9 years of experience in the finance industry.

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