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H. Raymond Sherry

Advisor at The Sherry Group, Inc.

Updated today

Location

Mountain Home, AR 72653

Credentials

ChFC®, Series 63, Series 65

Industry experience

44 years

About

H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.

Client services

Based on The Sherry Group, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on The Sherry Group, Inc.

General retirement planning Retirement income strategy Wealth management Business ownership considerations

Occupation focus

Based on The Sherry Group, Inc.

Founder/Business Owner

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Fee options

Fixed

Fixed fees based on specific projects, agreed upon in advance.

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually

Commissions

Commissions received by registered representatives on sale of securities and insurance products; varies with product and volume.

Project-based

$175-$250 per hour for advisory services; $50 per hour for administrative services.

Other

Account minimum: $100,000 Minimum fee: $300 administrative fee may be assessed annually if assets under management remain below $100,000 after a two-year grace period. Fee-only: Hourly rates from $175 to $250 per hour for advisory services; administrative services at $50 per hour.

Location

5 E. 6 Th Street

Mountain Home, AR 72653

Most active in

Arkansas · Illinois · Texas

Work history

OSAIC

2018 - Present (8 years)

Signator Investors, inc.

2016 - 2018 (2 years)

Transamerica Financial Advisors, Inc.

2009 - 2016 (7 years)

The Sherry Group, Inc.

2007 - Present (19 years)

Transamerica Life

1992 - 2016 (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott S

Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Scott Sherry is an advisor at The Sherry Group, Inc. in Mountain Home, Arkansas, with 21 years of industry experience. He has held roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. in addition to his long tenure at The Sherry Group. Outside of his advisory work, he is also a licensed life insurance agent and performs farm labor activities. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm emphasizes tailored asset allocation using a combination of fundamental, technical, and cyclical analysis, and offers discretionary portfolio management alongside access to third-party model portfolios and insurance products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar

Thomas C

CFP®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Thomas Czanstkowski is a CFP® professional with 27 years of experience in financial advising. He has worked with The Sherry Group, Inc. since 2007 and previously held roles at Transamerica Financial Advisors and Signator Investors. He serves on the boards of several local nonprofit organizations, including the Mountain Home Bomber Boosters Foundation and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, and retirement plans, managing approximately $130 million in client assets. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary account management.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar

Anthony B

Series 66

Mountain Home, AR

Crews & Associates, inc.

Anthony Brainerd is a financial advisor at Crews & Associates, Inc. in Maumelle, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2012. Outside of his advisory role, Brainerd is active in community organizations, serving as co-leader of the Arkansas Action Coalition focused on nursing and healthcare improvement, a trustee president of First United Methodist Church in Maumelle, and owner of a fishing guide service on the White River. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment process and supports clients through a team of about 16 advisors managing approximately $149.4 million in assets on a non-discretionary basis.

Wealth management Passive / index investing
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Anthony B

Series 63, Series 65

Norfork, AR

Alexander Capital Wealth Management LLC

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Zachary F

Series 66

Mountain Home, AR

Kingsview Wealth Management, LLC

Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Habitat Hyett. Prior to his financial services career, he served four years in the United States Marine Corps. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Thomas L

Series 63, Series 66

Cotter, AR

Empower Advisory Group

Thomas Legendre is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He has been involved with the Avoca Duck Club since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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