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Sherri M
Series 66
Amery, WI
LPL Financial
Sherri Munkelwitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Bremer Bank, and Old National Bank. Outside of her advisory work, she is also employed by Kwik Trip, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.
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