Jeffrey Roland Sells
Investment adviser representative at Mhs Advisory Services, LLC
16 yearsExperience
1 stateRegistered in
$253.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Osaic Wealth, Inc.Nov 2018 to now
- Mhs Advisory Services, LLCMay 2015 to now
- Mhs Insurance AgencyMar 2015 to now
- SiiNov 2010 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (MN).
Mhs Advisory Services, LLC
$253.3MAssets managed
313Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2913248
- Firm CRD
- 174590