MHS ADVISORY SERVICES, LLC
SEC RegisteredFocus on Living
About the firm
MHS Companies is an investment advisory firm based in Maple Grove and Minnetonka, MN. Their mission is to provide personalized investment advice that helps minimize clients' financial concerns and maximizes their asset protection. Their investment approach is described as diligent, unbiased, independent, and proactive.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Advisory services including investment management, estate planning, business benefits, business continuity, insurance analysis, and executive compensation design; individual insurance services including term and permanent insurance, annuities, individual and family health insurance, long term care insurance, and disability insurance; and retirement plan services including fiduciary responsibility and retirement plan portfolio management.
Who they serve
Business owners, organizations, and individuals, including clients seeking unbiased investment advice to preserve capital, achieve real portfolio growth after taxes and inflation, and reach financial security in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 240 | $105M |
| High Net Worth Individuals | 70 | $148M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $100,000 | 2.00% |
| $100,001 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| $1,000,001 - $5,000,000 | 1.00% |
| Over $5,000,000 | 0.75% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MHS ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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