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, LLC is an SEC-registered advisory firm that manages roughly $253 million for about 310 clients with a four‑advisor team. The firm offers discretionary (and occasional non‑discretionary) portfolio management, comprehensive financial planning, selection of third‑party investment managers, and pension consulting that includes participant education for defined contribution plans. The firm tailors portfolios to client goals and uses a mix of analytical approaches (fundamental, tactical, charting/cyclical) and instruments including equities, ETFs, mutual funds, covered options, structured notes, buffer ETFs and, where appropriate, cryptocurrency exposures; it also monitors and rebalances accounts and may allocate to third‑party managers. MHS Advisory assists clients with securities‑backed lines of credit and has disclosed use of third‑party AI tools for analysis and meeting transcription, along with related operational and regulatory risks and an option for clients to opt out of recordings. Noteworthy distinctions relative to many peers include dual registrations of several advisory personnel as broker‑dealer representatives and insurance agents, fee‑sharing arrangements with third‑party advisers, and a custodial/clearing relationship that limits brokerage to pre‑approved providers (Pershing). The firm also includes cash and margin balances when calculating assets under management and has recently updated its disclosures to highlight specific risks (SBLOCs, political risk, AI), practices that may affect client experience compared with other team firms.
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
| 10
| |
Maple Grove, MN
| 42
| |
Maple Grove, MN
| 28
| |
Maple Grove, MN
| 24
|
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