Kristine
Sherwood

Rachor Investment Advisory Services, LLC

CRD#7129565
Investment Advisor
in Flint, MI

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About this Advisor

Kristine Sherwood is a chartered financial consultant operating in Flint, Michigan, who has been in the advisory business for 11 years. Sherwood is currently employed by Rachor Investment Advisory Services, LLC. They have spent their whole time as a financial advisor at Rachor Investment Advisory Services, Llc. Sherwood is able to operate in Michigan. Rachor Investment Advisory Services, LLC is a business headquartered in Flint, Michigan. It oversees $166 million in total assets between its 1,095 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,095 client accounts, 28% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by Rachor Investment Advisory Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2357 Stone Bridge Drive Building I
Flint, MI 48532

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Rachor Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$165,535,994

MI Average: $943,424,332
Total Number of Employees

14

MI Average: 21
Total Number of Accounts

1,095

MI Average: 1,586
Average Account Size

$151,174

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kristine Sherwood Work History

Kristine has 11 years of experience.

2009 - Present (13 years)

Rachor Investment Advisory Services, LLC

Disclosures

Kristine Sherwood has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rachor Investment Advisory Services, LLC

Patricia Walton
Flint, MI
Kristine Sherwood
Flint, MI
Tod Fisher
Flint, MI

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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