Unclaimed Profile

Eric John Sheerin

DOGWOOD WEALTH MANAGEMENT, LLC·LENEXA, Kansas

SIE, Series 6, Series 7, Series 63, Series 6620 years registeredDOGWOOD WEALTH MANAGEMENT, LLC

8813 PENROSE LN, LENEXA, KS 66219CRD# 4786798Firm CRD# 317580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric John Sheerin · LENEXA, KS

Registration

CRD #4786798 · DOGWOOD WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

DOGWOOD WEALTH MANAGEMENT, LLC

Feb 2022 – present

BARBER FINANCIAL GROUP

Jan 2011 – Feb 2022

LENEXA, KS

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

May 2007 – Aug 2016

LENEXA, KS

ING FINANCIAL PARTNERS, INC

Mar 2006 – Apr 2007

LENEXA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · March 9, 2006

Years registered · 20

Disclosure History

2009Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

DOGWOOD WEALTH MANAGEMENT, LLC

CRD 317580 · SEC 801-123208

AUM

$149M

Regulatory assets under management

Employees

515 client accounts

Services offered by DOGWOOD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOGWOOD WEALTH MANAGEMENT, LLC →

Introduction

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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.

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