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Glen Sher

Ameriprise Financial Services, LLC
37 Years of Experience
Estero, FL
2 DisclosuresBroker
View SEC Summary
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Glen Sher is a registered investment advisor at Ameriprise Financial Services, LLC, based in Estero, FL, with 37 years of industry experience. Glen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Estero, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
Customer Dispute
December 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Glen owns rental property in Estero, FL since 2020. He spends minimal time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Ameriprise Financial Services, LLCBroker
June 2026 - Present · 4 mos
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2014 - June 2026 · 12 yrs 1 mo
Wells Fargo Advisors
May 2014 - June 2026 · 12 yrs 1 mo
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
Advest, INC.Broker
April 1996 - December 2005 · 9 yrs 8 mos
Smith Barney INC.Broker
March 1994 - April 1996 · 2 yrs 1 mo
Painewebber IncorporatedBroker
September 1991 - March 1994 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
March 1989 - October 1991 · 2 yrs 7 mos
J F Lowe & Company IncorporatedBroker
December 1988 - March 1989 · 3 mos
Greentree Securities CORP.Broker
October 1988 - December 1988 · 2 mos
State Registrations25 states
ARCACOCTFLILINMAMDMEMTNCNHNJNYOHOKORPAPRRISCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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