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MassMutual financial professional.

Shawn Wermerskirchenemail

Charterpoint Wealth Strategies

2 Carlson Pkwy N #320
Plymouth, MN 55447

  • Professional Story

    Shawn has been in the financial industry for over 15 years, and has been featured in FORTUNE magazine February 2022 as a Five-Star Wealth Manager Under 40* and also in Minnesota Business Journal September 2017 as a Twin Cities Finest for my work with the Cystic Fibrosis Foundation. Shawn helps a full range of clientele from young families just getting started, to corporate executives managing their resources, to retirees living on fixed incomes. Shawn also specializes in working with business owners in the manufacturing industry. Shawn grew up in Shakopee MN, and attended college at Minnesota State University, Mankato. He enjoys spending his free time playing golf, fishing, hunting, competitive shooting, boating, cycling, and spending time with his family.

     

    Registrations: S63, SIE, S7, S6

    This award has been awarded by Five Star Professional on February 2022 for the following period by 2021.

  • Languages:
    • English

  • Credentials:
    • CASL®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies


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