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John Christopher Sherwin

Investment adviser representative at Mhs Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$253.3MFirm 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 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

11 years in the industry.

  1. Osaic Wealth, Inc.Nov 2018 to now
  2. Mhs Insurance AgencyMar 2015 to now
  3. Mhs Advisory Services, LLCJan 2015 to now
  4. SiiMar 2015 to Nov 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

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
4447546
Firm CRD
174590
Advisor's SEC record (opens in a new tab)
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