Eric John Sheerin
Investment adviser representative at Dogwood Wealth Management, LLC
15 yearsExperience
3 statesRegistered in
$257.2MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Dogwood Wealth Management, LLCFeb 2022 to now
- Mutual Securities, Inc.Aug 2016 to Mar 2022
- Barber Financial GroupJan 2011 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Dogwood Wealth Management, LLC
$257.2MAssets managed
233Clients
4Advisers
4 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
- 4786798
- Firm CRD
- 317580