CONTACTS

Direct Line: (513) 699-2946

Direct Fax: (513) 699-2947

Email: ksherwood@langgroup.com

AREAS OF FOCUS

Investments

Accolades

  • Creator of LFG Advisory Services, LLC

 

Specializing In

  • IRA and Retirement Planning
  • Portfolio Design and Allocation Strategies
  • Tax and Risk Management Strategies

 

Personal

Kim Sherwood is a financial advisor and branch manager with Cetera Advisor Networks, LLC. He has worked in the financial services industry for more than 15 years. As a financial advisor, Kim works with individuals and corporations providing financial products and services to help reach their financial goals.

Kim has found the opportunity for a greater array of products and services that can be presented providing clients with broader solutions for investing, risk management and client services. As branch manager, he is responsible for supervision of other Cetera advisors within the branch, which has enabled him to see what other financial professionals are doing in the field. This has allowed a greater opportunity to evaluate different financial strategies, services and products which can be brought to the client.

Kim also created LFG Advisory Services, LLC, an investment advisory company that offers a fee-only approach to financial service.

Lang Financial Group is the business name under which Kim conducts business. However, securities related products are offered through Cetera Advisor Networks, LLC. He is a graduate of the University of Michigan and is also a performing comic.