John C. Sherwin

MHS ADVISORY SERVICES

Minnetonka, MN 55305

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CRD#: 4447546

Professional summary

John Christopher Sherwin, CFP®, who also goes by John Christopher Sherwin, is a registered financial advisor currently at MHS ADVISORY SERVICES, LLC located in Minnetonka, Minnesota and OSAIC WEALTH, INC. located in Maple Grove, Minnesota.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. John has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Aliases

John Christopher Sherwin

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, LLC POSITION: President NATURE: LLC - Partnership owned by MHS Advisory Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee the operations of our health insurance agency. 2) MHS ADVISORY GROUP, LLC POSITION: President NATURE: LLC-Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: This is the business in which we oversee the business as it relates to marketing, operations, sales, and being a financialplanner for ourB/D, RIA, health insurance, and P&C agencies. 3) MHS ADVISORY SERVICES, LLC POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee our independent RIA. 4) MHS PROPERTY & CASUALTY, LLC POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee our Property & Casualty agency. 5) MHS BENEFIT ADMINISTRATORS, LLC. POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee the benefit administration company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher Sherwin'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 28, 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: 11330 86th Ave N, Maple Grove, MN 55369Office #2: 10900 Wayzata Blvd Suite 130, Minnetonka, MN 55305

RIA

CRD#: 23131

MAPLE GROVE, MN

Past

November 2, 2018 - August 17, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCOTTSDALE, AZ

Past

March 6, 2015 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

Minnetonka, MN

Past

March 6, 2015 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

Minnetonka, MN

Past

January 13, 2014 - April 15, 2015

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

RIA

CRD#: 140551

BLOOMINGTON, MN

Past

September 28, 2010 - March 11, 2015

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

MAPLE GROVE, MN

Past

September 27, 2010 - March 11, 2015

INVESTORS CAPITAL CORP.

CRD#: 30613

MAPLE GROVE, MN

Past

January 12, 2009 - October 6, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

MAPLE GROVE, MN

Past

January 12, 2009 - October 6, 2010

LPL FINANCIAL LLC

CRD#: 6413

MAPLE GROVE, MN

Past

November 6, 2006 - January 14, 2009

EDWARD JONES

RIA

CRD#: 250

CALABASAS, CA

Past

June 27, 2002 - January 14, 2009

EDWARD JONES

CRD#: 250

CALABASAS, CA

Past

November 28, 2001 - May 31, 2002

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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

Alabama
(2/2/2021)

Arizona
(11/2/2018)

Arkansas
(11/2/2018)

California
(11/2/2018)

Colorado
(11/2/2018)

Florida
(11/2/2018)

Illinois
(11/2/2018)

Indiana
(8/31/2022)

Michigan
(11/2/2018)

IAR

Minnesota
(1/28/2015)

Minnesota
(11/2/2018)

North Carolina
(8/1/2022)

Oregon
(11/2/2018)

Pennsylvania
(10/29/2024)

Texas
(1/13/2023)

Virginia
(11/2/2018)

Washington
(11/2/2018)

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

IAR

Series 66

Date: 12/18/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/29/2009

General Securities Principal 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.

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Advisor Monitoring

Firm Stability Insights

John C. Sherwin

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher Sherwin's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

MHS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2001

SIE

Date: 10/1/2018

Series 7

Date: 11/27/2001

Series 24

Date: 12/29/2009

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

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