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MH

Michael J. Harmelink

SENTINEL ADVISORY GROUP
MIDDLETON, WI 53562
Some features on this profile are disabled
CRD#: 4010014
MH

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.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jon Harmelink'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

December 22, 2025 - Present

SENTINEL ADVISORY GROUP, LLC

Office #1: 1600 Aspen Commons Suite 825, Middleton, WI 53562
RIA
CRD#: 338121
MIDDLETON, WI
Past

August 5, 2025 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Middleton, WI
Past

November 5, 1999 - November 2, 2001

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

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
Wisconsin
(12/22/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/8/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/4/1999
General Securities Representative Examination

Current Firm

SA
SENTINEL ADVISORY GROUP, LLC
SENTINEL ADVISORY GROUP, LLC

CRD#: 338121 / SEC#: 801-134809

RIA
Registered Investment Advisory firm - (12/2/2025 120-Day Approval)
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Contact information

Main Address
1600 Aspen Commons Suite 825, Middleton, WI 53562
Mailing Address
Phone number
(608) 579-9350
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (6 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

2025 ADV PART 2 (10/22/2025)

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

SENTINEL ADVISORY GROUP, LLC

CRD#: 338121Middleton, WI 53562

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