Sheri Lynn Rhyan

Employer firm

Xcelsior Advisor Partners LLC CRD 334779

$651M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2008 → 03/2026
  S&R Restoration Cleaning
  Plymouth, MN
• 05/2026 → Present
  Simplicity Investments
  Summit, NJ
• 08/2015 → 03/2019
  Nbc Securities, Inc.
  Minnetonka, MN
• 04/2019 → 12/2022
  The Oak Ridge Financial Services Group, Inc.
  Golden Valley, MN
• 12/2022 → 10/2023
  Wells Fargo Advisors Financial Network, Llc
  Boca Raton, FL
• 10/2023 → 04/2026
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
• 04/2026 → Present
  Xcelsior
  Denver, CO

Previous Registrations

• 2023-11-22 → 2026-04-02
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
• 2023-02-28 → 2023-07-11
  Wells Fargo Advisors Financial Network, Llc
  Wayzata, MN
  Boca Raton, FL
• 2019-04-15 → 2023-01-03
  The Oak Ridge Financial Services Group, Inc.
  Golden Valley, MN
  Golden Valley, MN
• 2015-08-07 → 2019-04-01
  Lanark Financial, Inc.
  Minnetonka, MN
• 2014-05-15 → 2015-08-07
  Jhs Capital Advisors, Llc
  Minnetonka, MN
  Tampa, FL
  Portland, OR

Other Businesses

1.) XCELSIOR ADVISOR PARTNERS - 4/1/26 - 393 Madison Street, Denver, CO 80206 - Director of Financial Advisor-Transitions, Facilitate the transitions of financial advisors & their teams from BD to independent RIAs, Invt Rel, Financial business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-04
• S63 Uniform Securities Agent State Law Examination
  1999-04-29

Other Names

• Sheri Lynn Rhyan
• Sheri Lynn Rhyan
• Sheri Lynn Davis
• Sheri Lynn Davis
• Sheri L Rhyan