Sherry Gustin
Sherry Gustin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wenatchee, WA, with 39 years of industry experience. Sherry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
610 N Mission St Ste 118, Wenatchee, WA, 98801
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Other Business Activities
Sherry owns commercial real estate and is involved with the Wenatchee Network Group as a secretary. She also serves as the President of her office Condo Association, dedicating minimal time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Linsco/private Ledger CORP.Broker
Robert Thomas Securities, INCBroker
Independent Financial Securities, INC.Broker
American Express Financial Advisors INC.Broker
Shearson Lehman Brothers INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.