# Kody Sherlund

> Kody Sherlund is a fee-only financial advisor at Brooklyn FI in Bloomington, Minnesota, who holds the CFP credential. Brooklyn FI reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kody-sherlund/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brooklyn FI
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $563.1M across 373 accounts
- **Credentials:** CFP
- **CRD:** 6835710 (https://adviserinfo.sec.gov/individual/summary/6835710)
- **SEC registration:** Investment adviser representative in MN, NY
- **Exams passed:** Series 65 (2017)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.brooklynfi.com/

## Frequently asked questions

### Is Kody Sherlund a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kody holds no broker registration, and Brooklyn FI reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kody charge for financial advice?

Kody's firm, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kody Sherlund based?

Kody Sherlund is based in Bloomington, Minnesota.

### What credentials does Kody Sherlund hold?

Kody Sherlund holds the CFP credential.

### Is Kody Sherlund registered with the SEC?

Yes. Kody Sherlund is registered as an investment adviser representative in MN and NY (CRD 6835710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brooklyn FI manage?

Brooklyn FI reports $563.1M across 373 accounts in assets under management.

### How do I contact Kody Sherlund?

Through Kody's website, www.brooklynfi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6835710): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.