Advisor at The Sherwin Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Sherwin Group
Location
St. Peter, MN 56082
Credentials
Series 66
Industry experience
17 years
Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.
Based on The Sherwin Group
$0 - $249,999.99: 1.50% $250,000 - $499,999.99: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
108 S. Minnesota Ave., Ste. 120 A
St. Peter, MN 56082
Florida · Iowa · Minnesota
OSAIC
2024 - Present (2 years)
Securities America, Inc.
2017 - 2024 (7 years)
The Sherwin Group
2012 - Present (14 years)
National Planning Corporation
2008 - 2017 (9 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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