Michelle Lee Amundson

Current Employers

Employment History

• 03/2008 → 10/2017
  National Planning Corporation
  Mankato, MN
• 08/2012 → Present
  The Sherwin Group
  Mankato, MN
• 10/2017 → 06/2024
  Securities America, Inc.
  Mankato, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mankato, MN

Previous Registrations

• 2010-07-21 → 2012-08-01
  Advantage Investment Management, Llc
  Mankato, MN

Other Businesses

1) The Sherwin Group, Inc. Position: Investment Advisor Nature: The Sherwin Group, Inc. is my ORIA Investment Related: Yes Hours: 80 Securities Trading Hours: 4 Start Date: 10/20/2017 Address: 124 E. Walnut St., Ste. 260, Mankato MN 56001 2) DBA - The Sherwin Group 3) NOTARY PUBLIC POSITION: I am the notary NATURE: I have a Notary Public Commission from the state of Minnesota. My commission expires 01/31/2030. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2015 ADDRESS: 108 S. Minnesota Ave., Ste. 120A, St. Peter MN 56082, United States DESCRIPTION: I provide notary services only for existing clients when requested. 4) THE SHERWIN GROUP POSITION: Financial Advisor NATURE: Life insurance and fixed annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2006 ADDRESS: 108 S. Minnesota Ave., Ste. 120A, St. Peter MN 56082, United States DESCRIPTION: I sell fixed annuities and life insurance products that best suit the clients' goals 5) THE SHERWIN GROUP, INC. POSITION: Investment Advisor NATURE: The Sherwin Group, Inc. is my ORIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 12/31/2011 ADDRESS: 108 S. MINNESOTA AVE., STE. 120A, St. Peter MN 56082, United States DESCRIPTION: I manage client investments on the TD Ameritrade platform for a management fee.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-21

Other Names

• Michelle Rosenbaum
• Michelle Lee Rosenbaum