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SR

Sheri L. Rhyan

EXCELSIOR ADVISOR NETWORK
MINNETONKA, MN 55305
Some features on this profile are disabled
CRD#: 3155811
SR

Professional summary

Sheri Lynn Rhyan, who also goes by Sheri Lynn Davis, Sheri L Rhyan, Sheri Lynn Rhyan, is a registered financial advisor currently at EXCELSIOR ADVISOR NETWORK LLC located in Minnetonka, Minnesota.

Sheri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Sheri has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sheri Lynn Davis | Sheri L Rhyan | Sheri Lynn Rhyan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheri Lynn Rhyan'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

April 15, 2026 - Present

EXCELSIOR ADVISOR NETWORK LLC

Office #1: 601 Carlson Parkway Suite 1050, Minnetonka, MN 55305
RIA
CRD#: 334779
MINNETONKA, MN
Past

November 22, 2023 - April 2, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BLOOMINGTON, MN
Past

November 22, 2023 - April 2, 2026

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BLOOMINGTON, MN
Past

February 28, 2023 - July 11, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
WAYZATA, MN
Past

February 28, 2023 - July 11, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
WAYZATA, MN
Past

April 15, 2019 - January 3, 2023

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 42941
GOLDEN VALLEY, MN
Past

April 15, 2019 - January 3, 2023

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 42941
GOLDEN VALLEY, MN
Past

August 7, 2015 - April 1, 2019

NBC SECURITIES, INC.

RIA
CRD#: 17870
PLYMOUTH, MN
Past

August 7, 2015 - April 1, 2019

NBC SECURITIES, INC.

BD
CRD#: 17870
PLYMOUTH, MN
Past

May 15, 2014 - August 7, 2015

JHS CAPITAL ADVISORS, LLC

RIA
CRD#: 112097
MINNETONKA, MN
Past

June 17, 2013 - August 7, 2015

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
MINNETONKA, MN
Past

June 25, 2012 - August 22, 2012

BENJAMIN F. EDWARDS & COMPANY, INC.

BD
CRD#: 146936
EDINA, MN
Past

July 21, 2010 - March 27, 2012

OSAIC WEALTH, INC.

BD
CRD#: 23131
ROSEVILLE, MN
Past

June 30, 2006 - May 27, 2009

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MINNEAPOLIS, MN
Past

February 26, 1999 - July 11, 2006

PIPER SANDLER & CO.

BD
CRD#: 665
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".
EA
EXCELSIOR ADVISOR NETWORK LLC
BV PRIVATE WEALTH | VISTA WEALTH MANAGEMENT OF SCOTTSDALE, LLC | JOE HARDEE INVESTMENT MANAGEMENT LLC | EXCELSIOR WEALTH MANAGEMENT LLC | EXCELSIOR ADVISOR NETWORK LLC | EAGLE ROCK WEALTH MANAGEMENT

CRD#: 334779 / SEC#: 801-132014

RIA
Registered Investment Advisory firm - (3/4/2025 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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(4/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/1999
General Securities Representative Examination

Current Firm

EA
EXCELSIOR ADVISOR NETWORK LLC
BV PRIVATE WEALTH | VISTA WEALTH MANAGEMENT OF SCOTTSDALE, LLC | JOE HARDEE INVESTMENT MANAGEMENT LLC | EXCELSIOR WEALTH MANAGEMENT LLC | EXCELSIOR ADVISOR NETWORK LLC | EAGLE ROCK WEALTH MANAGEMENT

CRD#: 334779 / SEC#: 801-132014

RIA
Registered Investment Advisory firm - (3/4/2025 Approved)
PREMIUM
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Contact information

Main Address
Denver, CO
Mailing Address
Po Box 6195, Denver, CO 80206
Phone number
(303) 351-6436
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts78
AUM (Assets Under Management)$ 150,007,226

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.

Company Information

EXCELSIOR ADVISOR NETWORK LLC

CRD#: 334779Minnetonka, MN 55305

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