# Sherwin Group

Sherwin Group is a Bank / Wealth / Trust based in St. Peter, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** St. Peter, United States
- **Region:** North America
- **Address:** 108 S. Minnesota Ave., Ste. 120A, St. Peter, MN 56082, United States
- **Assets under management:** Undisclosed
- **Website:** sherwingroup.biz
- **LinkedIn:** https://www.linkedin.com/company/the-sherwin-group-inc-

## Regulatory record

- **CRD number:** 165093
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165093

## About

The Sherwin Group in St. Peter, Minnesota, is the solo practice of financial advisor Michelle L. Amundson. She acquired the firm upon the retirement of founder Dan Sherwin in 2012, building her practice on the relationships and trust she had formed since starting her career in the investment and insurance industry in 2006. Amundson holds Series 7 and 66 licenses along with Minnesota Life and Health Insurance licenses, and operates with full independence, which she cites as granting access to an unlimited offering of financial solutions. Amundson constructs personalized portfolios and financial plans that address cash-flow management, retirement planning, education funding, and family wealth transfer. The practice does not publish a portfolio composition or asset-class breakdown. Its investment approach is described as strategy-focused, grounded in Amundson's personal research into economic trends, and attentive to costs and consistency in down or turbulent markets. Clients are served on an individualized basis. As a single-advisor firm, The Sherwin Group does not maintain a team of analysts or additional offices. The practice operates from a small office in St. Peter, Minnesota, serving clients by appointment alongside scheduled weekday hours. The firm's scale, measured by professional headcount, is one. Structurally, The Sherwin Group is a sole-proprietor independent advisory practice rather than an ensemble or institution. There is no succession plan, family office division, philanthropic vehicle, or co-investment club disclosed. Amundson's ownership of the firm, combined with her independent advisor status, creates an advice model where product selection is unconstrained by corporate investment menus.

## People

- Michelle L. Amundson — Financial Advisor

## Questions

### Who runs investment decisions at Sherwin Group?

Michelle L. Amundson makes all investment and planning decisions. She is the firm's sole financial advisor and has worked in the industry since 2006. Her research process relies on studying economic trends and evaluating cost-conscious investment strategies.

### Does Sherwin Group participate in fund commitments or direct deals?

There is no public record of fund commitments, direct co-investments, or deal participation. The firm's public materials describe a financial-planning-led approach to managing client portfolios.

### What investment stages or asset classes does Sherwin Group target?

Amundson's practice does not disclose a fixed asset-allocation model or stage focus. Client portfolios are individually designed based on risk tolerance, tax concerns, and income needs, with an emphasis on strategies that are explainable, consistent, and cost-aware.

### What is the firm's known posture on co-investments or club deals?

The Sherwin Group has no disclosed posture on co-investments or club deals. Its model centers on one-to-one financial planning, not pooled-investor or deal-by-deal structures.

## Related profiles

- [Sherry Ventures](https://altss.com/profile/sherry-ventures)
- [Sherwood Financial Partners](https://altss.com/profile/sherwood-financial-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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