Andy Shermoen
Managing Director - Financial Advisor at RBC Wealth Management
- Role
- Managing Director - Financial Advisor at RBC Wealth Management
- Location
- Grand Rapids, MN, US
- LinkedIn followers
- 500 followers
About Andy Shermoen
As a partner with Transcend Wealth Solution Group, I provide customized solutions to meet the complex financial needs of my clients. We help create and monitor a personalized plan to address their objectives and identify solutions to accumulate, protect and ultimately transfer wealth. We serve: Affluent Individuals & Families Businesses Owners & Professionals Select Foundations & Endowments
Experience
Managing Director - Financial Advisor
Apr 2000 — Present
Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Education
Augsburg University
B.S., Accounting
1997 — 2001
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