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- Custodian
- BNY Mellon · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-26-2015
- Office Locations
- 2
Office Locations
About MHS Advisory Services, LLC
MHS Advisory Services, LLC is a Minnesota-based advisory firm providing personalized investment advice and comprehensive financial planning, with retirement plan support and individual insurance solutions (including life, LTC, health, disability, and annuities). Client work centers on asset protection and risk management across mutual funds, ETFs, and municipal bonds. For distribution teams, the firm supports custody through major platforms such as Fidelity/NFS and Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JOHN CHRISTOPHER SHERWIN
Chief Compliance Officer, President
- CRD
- #4447546
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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STEVEN JAMES HILL
Financial Advisor, General Partner
- CRD
- #6491600
THOMAS RALPH HOKR
Partner
- CRD
- #1194034
Zenith ember
Wave zenith
- CRD
- #48808
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,014,300 | $207,700 |
| Non-Discretionary | $80,320,135 | $251,787 |
| Total | $253,334,435 | $219,908 |
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Separately Managed Accounts
Total SMA Asset: $253,334,435
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $242,591,703 | 28.7% |
| Equity - Exchange | $333,035,300 | 39.4% |
| Municipal Bonds | $66,776,113 | 7.9% |
| Cash | $202,864,143 | 24.0% |
| Total | $845,267,259 | 100.0% |