I help a full range of clientele from young families just getting started, to corporate executives managing their resources, to retirees living on fixed incomes. I specialize in working with business owners in the manufacturing industry. I focus on Financial Wellness and teach classes at many companies across the Twin Cities. Our program is specially developed to give your employees the knowledge they need to properly manage their finances. The program is zero cost to the employer and employee. I grew up in Shakopee MN, and attended college at Minnesota State University, Mankato. I enjoy playing golf, fishing, hunting, competitive shooting, boating, cycling, and spending time with my family. Specialties: Buy/Sell Strategies, Key Employee Retention, Estate Succession Strategies, Asset Allocation, Insurance Products, Investments
Shawn E. Wermerskirchen CASL(R) is a registered representative of and offers securities, investment advisory and financial planning through MML Investors Services, LLC. Supervisory Office 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402 (612) 333-1413. Insurance offered through Massachusetts Life Insurance Company and other fine companies. Charterpoint Wealth Strategies is not a subsidiary of MML Investors Services, LLC, or it's affiliated companies. I am licensed to sell insurance in: CA, CO, FL, GA, HI, ID, IL, MA, MN, MO, NC, NE, NJ, OK, PA, SD, TX, WI. I am licensed to sell securities in [AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MN, MO, MT, NC, ND, NE, NJ, OH, OK, PA, SD, TN, TX, VA, WI]. CA Insurance License # 4232140. I am a registered representative of and offers securities, investment advisory services, and financial planning services through MML Investors Services, LLC. Charterpoint Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory address: 100 South Fifth Street, Suite 2300 Minneapolis, MN 55402 Phone: (612) 333-1413.
