Kody Sherlund
Brooklyn FI · Bloomington, Minnesota
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.
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Facts
| Firm | Brooklyn FI |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $563.1M across 373 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, NY · CRD 6835710 |
| Exams passed | Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.brooklynfi.com |
How Kody's firm compares
- Brooklyn FI's average account is about $1.5 million, from its Form ADV (assets managed divided by 373 accounts).
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Questions about Kody
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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