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Michael Jon Harmelink

Investment adviser representative at Sentinel Advisory Group, LLC
25 yearsExperience
1 stateRegistered in
CFADesignation
$320.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

25 years in the industry.

  1. Sentinel Advisory Group, LLCJun 2025 to now
  2. State of Wisconsin Investment BoardOct 2001 to Jun 2025

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999

State registrations

Registered as an investment adviser representative in 1 state (WI).

Sentinel Advisory Group, LLC

$320.8MAssets managed
381Clients
7Advisers
Under 1 yearIn 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
4010014
Firm CRD
338121
Advisor's SEC record (opens in a new tab)
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