Sherri Mitchell

Sherri Mitchell: Email & Phone Number

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Partner and Private Wealth Advisor at Mosaic Financial Partners with Northwestern Mutual at Mosaic Financial Partners|Milwaukee, Wisconsin, United States

Position:

Partner and Private Wealth Advisor at Mosaic Financial Partners with Northwestern Mutual at Mosaic Financial Partners

Location:

Milwaukee, Wisconsin, United States

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Last updated: 2026-06-10
Updated: 2026-06-10

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Work Experience

Partner and Private Wealth Advisor at Mosaic Financial Partners with Northwestern Mutual at Mosaic Financial Partners

Apr 2025 - Current

Wealth Management Advisor at Northwestern Mutual

Jun 1986 - Current

Financial Advisor, CLU®, CFP® at Northwestern Mutual Financial Network

Jun 1986 - Current

Sherri Mitchell started working in 1986, then the employee has changed 2 companies and 2 jobs. On average, Sherri Mitchell works for one company for 27 years 3 months.

Their professional focus is Finance, Financial Planning, and Financial Services across 3 core areas.

Education

BBA at University of WI-Eau Claire

Sherri Mitchell Namesakes

Name
Company
Position
Sherri Mitchell
Inbound Remote Sales Specialist
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Sherri Mitchell
Director, Compliance Programs
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Other employees at Mosaic Financial Partners

Name
Company
Position
Kassidy Goethel
Financial Planning Intern
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Robert Rudman CLU
Partner and Financial Advisor
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Reagan Jones
Financial Planning Intern
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Andrew Berwanger
Investment Operations Associate
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Madison Aubry
Investment Operations Associate
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Joe Sherburne
Associate Private Wealth Advisor & Investment Operations Lead
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Alex Marchan
Partner and Financial Advisor
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Darrin Englebert
Co-Founder and Partner - Mosaic Financial Partners
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Luke Sinclair
Associate Wealth Management Advisor
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Kyle Schulz
Associate Wealth Management Advisor
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