A complete list of active advisors currently associated with MHS Advisory Services, LLC
Warmer can help you find a great advisor at MHS Advisory Services, LLC or one who fits your needs even better.
MHS Advisory Services is a four-advisor SEC-registered investment adviser managing roughly $253 million for about 310 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, pension consulting, and the selection and oversight of third‑party investment advisers. MHS tailors asset allocation and investment advice to client objectives and typically constructs portfolios using equities, exchange-traded funds and other investment company securities, with ongoing monitoring and periodic rebalancing; it also accesses third‑party model portfolios and outsourced managers. The brochure discloses the firm’s engagement with a range of specialized products and services — including structured notes, buffer ETFs, cryptocurrency exposure, assistance with securities‑backed lines of credit, and the use of AI tools for analysis and meeting transcription — and notes the specific risks associated with those choices. Notably, the firm is affiliated with insurance agencies and several associated persons are dually licensed as registered representatives of a broker‑dealer, an arrangement the brochure identifies as an uncommon characteristic among peers and a potential source of conflicts of interest; the firm describes policies and disclosures intended to address those conflicts (for example, excluding certain commission‑based annuities from advisory billing). The brochure also highlights fee‑sharing with third‑party advisers and custodial/vendor benefits provided by its clearing relationship, which are disclosed as additional relationships to consider.
To learn more about the advisors currently working at MHS Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Maple Grove, MN
| 11
| |
Maple Grove, MN
| 42
| |
Maple Grove, MN
| 29
| |
Maple Grove, MN
| 24
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)