John Sherwin
John Sherwin is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Maple Grove, MN, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11330 86th AVE N, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2024Customer Dispute
December 2014Other Business ActivitiesSells Insurance
John is the President of multiple LLCs: MHS Insurance Agency (health insurance, a few hours per week), MHS Advisory Group (financial planning, nearly full-time), MHS Advisory Services (RIA, about a quarter of his time), MHS Property & Casualty (a few hours per week), and MHS Benefit Administrators (minimal time). These roles involve overseeing operations, marketing, sales, and financial planning.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Mhs Advisory Services, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
The Capital Advisory Group Advisory Services, LLC
Investors Capital Advisory
Investors Capital CORP.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Edward Jones
Edward JonesBroker
Signator Investors, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.