Jeffrey R. Sells

MHS ADVISORY SERVICES

Minnetonka, MN 55305

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CRD#: 2913248

Professional summary

Jeffrey Roland Sells is a registered financial advisor currently at MHS ADVISORY SERVICES, LLC located in Minnetonka, Minnesota and OSAIC WEALTH, INC. located in Minnetonka, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jeffrey has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MHS INSURANCE AGENCY POSITION: Representative NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/09/2015 ADDRESS: 10900 Wayzata Blvd #130, Minnetonka MN 55305, United States DESCRIPTION: Life Insurance Disability Insurance Property and Casualty Employee Benefits

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Roland Sells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 11, 2015 - Present

MHS ADVISORY SERVICES, LLC

Office #1: 10900 Wayzata Blvd Suite 130, Minnetonka, MN 55305

RIA

CRD#: 174590

Minnetonka, MN

Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 10900 Wayzata Blvd Suite 130, Minnetonka, MN 55305

RIA

CRD#: 23131

Minnetonka, MN

Past

January 29, 2014 - June 27, 2016

MARTIN ADVISORY SERVICES, INC.

RIA

CRD#: 116086

MINNEAPOLIS, MN

Past

November 17, 2010 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

Minnetonka, MN

Past

July 29, 1997 - November 19, 2010

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

MINNEAPOLIS, MN

Past

July 29, 1997 - November 19, 2010

CRI SECURITIES, LLC

CRD#: 22589

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MHS ADVISORY SERVICES, LLC

CRD#: 174590 / SEC#: 801-80877

RIA

Registered Investment Advisory firm - (1/26/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/2/2018)

Florida
(11/5/2024)

Idaho
(11/2/2018)

Illinois
(5/29/2019)

Michigan
(11/2/2018)

IAR

Minnesota
(5/11/2015)

Minnesota
(11/2/2018)

Nebraska
(11/2/2018)

North Carolina
(7/16/2024)

Oregon
(11/2/2018)

Texas
(9/26/2019)

Utah
(11/2/2018)

Vermont
(5/10/2024)

Washington
(4/15/2021)

Wisconsin
(11/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/28/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MHS ADVISORY SERVICES, LLC

CRD#: 174590 / SEC#: 801-80877

RIA

Registered Investment Advisory firm - (1/26/2015 Approved)

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Contact information

Main Address

11330 86th Avenue North, Maple Grove, MN 55369

Mailing Address

Phone number

(952) 541-9201

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MHS ADVISORY SERVICES, LLC FORM ADV PART 2A BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	1,123
AUM (Assets Under Management)	$ 238,486,167

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jeffrey R. Sells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Roland Sells's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

MARTIN ADVISORY SERVICES, INC.

SIGNATOR INVESTORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

MHS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/28/1997

SIE

Date: 10/1/2018

Series 6

Date: 7/28/1997

FINRA

Current Firm

MHS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MHS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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