John Christopher Sherwin

Employer firm

Mhs Advisory Services, LLC CRD 174590

$253M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Mhs Advisory Services, Llc
  Maple Grove, MN
• 03/2015 → 11/2018
  Sii
  Minneapolis, MN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Maple Grove, MN
• 03/2015 → Present
  Mhs Insurance Agency
  Minnetonka, MN

Previous Registrations

• 2015-03-06 → 2018-11-02
  Signator Investors, Inc.
  Maple Grove, MN
  Minnetonka, MN
  Columbus, OH
• 2014-01-13 → 2015-04-15
  The Capital Advisory Group Advisory Services, Llc
  Bloomington, MN
• 2010-09-28 → 2015-03-11
  Investors Capital Corp.
  Lynnfield, MA
  Lynnfield, MA
  Maple Grove, MN
  Lynnfield, MA
• 2009-01-12 → 2010-10-06
  Lpl Financial Llc
  Maple Grove, MN
• 2006-11-06 → 2009-01-14
  Edward Jones
  Calabasas, CA

Other Businesses

1) MHS INSURANCE AGENCY, LLC POSITION: President NATURE: LLC - Partnership owned by MHS Advisory Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee the operations of our health insurance agency. 2) MHS ADVISORY GROUP, LLC POSITION: President NATURE: LLC-Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: This is the business in which we oversee the business as it relates to marketing, operations, sales, and being a financialplanner for ourB/D, RIA, health insurance, and P&C agencies. 3) MHS ADVISORY SERVICES, LLC POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee our independent RIA. 4) MHS PROPERTY & CASUALTY, LLC POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee our Property & Casualty agency. 5) MHS BENEFIT ADMINISTRATORS, LLC. POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee the benefit administration company.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-18

Designations

• Certified Financial Planner

Other Names

• John Christopher Sherwin