AdvisorOS Directory
Claim Profile
ES

Eric John Sheerin

DOGWOOD WEALTH MANAGEMENT, LLC·LENEXA, Kansas
Unclaimed Profile
8813 PENROSE LN, LENEXA, KS 66219CRD# 4786798Firm CRD# 317580
01

About

Eric John Sheerin is a registered financial advisor based in LENEXA, Kansas, affiliated with DOGWOOD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DOGWOOD WEALTH MANAGEMENT, LLC
DOGWOOD WEALTH MANAGEMENT, LLC
AUM
$149M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DOGWOOD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4786798
Firm CRD# 317580
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LENEXA?

Browse all registered financial advisors in LENEXA, Kansas or claim this profile if it's yours.

Browse LENEXA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Eric John Sheerin offer?
Eric John Sheerin specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Eric John Sheerin's credentials?
Eric John Sheerin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric John Sheerin located?
Eric John Sheerin is based in LENEXA, Kansas, working with DOGWOOD WEALTH MANAGEMENT, LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
How does Eric John Sheerin charge for services?
Eric John Sheerin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOGWOOD WEALTH MANAGEMENT, LLC?
DOGWOOD WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LENEXA
Frank Dean Barber — BARBER FINANCIAL GROUPGary Lawrence Roth — MODERN WEALTH MANAGEMENT, LLCMichael John Capelle — MODERN WEALTH MANAGEMENT, LLCMichael Patrick Haggerty — COPPER FINANCIAL NETWORK, LLCKimberly Sue Barber — BARBER FINANCIAL GROUP
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile