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Michael Jon Harmelink

SENTINEL ADVISORY GROUP
MIDDLETON, WI
·CRD# 4010014·27 years experience

Professional Summary

Michael Jon Harmelink is a registered financial advisor currently at SENTINEL ADVISORY GROUP, LLC located in Middleton, Wisconsin. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 3 firms and has passed the Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

SENTINEL ADVISORY GROUP, LLC·CRD# 338121
RIA
1600 Aspen Commons Suite 825, Middleton, WI 53562
December 22, 2025 - Present
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Middleton, WI
August 5, 2025 - December 31, 2025
PIPER SANDLER & CO.·CRD# 665
BD
Minneapolis, MN
November 5, 1999 - November 2, 2001

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Current Firm

SA
SENTINEL ADVISORY GROUP, LLC

SENTINEL ADVISORY GROUP, LLC

CRD#: 338121 / SEC#: 801-134809
RIA
Registered Investment Advisory firm - SEC (12/2/2025 Approved)

Contact Information

Main Address

1600 Aspen Commons Suite 825, Middleton, WI 53562

Phone Number

(608) 579-9350

# of Employees

10

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FEBRUARY 2026 ADV PART 2A (2/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,089

AUM (Assets Under Management)

$320,751,824

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Consultant, Global Advisory Partners; corporate investor relations consulting; Located in Verona, WI, as of 04/18/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

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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".
SA
SENTINEL ADVISORY GROUP, LLC

SENTINEL ADVISORY GROUP, LLC

CRD#: 338121 / SEC#: 801-134809
RIA
Registered Investment Advisory firm - SEC (12/2/2025 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.
IAR
Wisconsin
(12/22/2025)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1999About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Nov 1999About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Jon Harmelink's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MH
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