SH
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Sharon Hyer

31 Years of Experience
Omaha, NE
2 DisclosuresBroker

Sharon Hyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 31 years of industry experience. Sharon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

13710 FNB Pkwy Ste 100, Omaha, NE, 68154-5298

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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
August 2019
Denied
Customer Dispute
August 2012
Closed-No Action
Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2017 - March 2022 · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2017 - March 2022 · 4 yrs 9 mos
Cetera Investment Advisers LLC
January 2014 - June 2017 · 3 yrs 5 mos
Cetera Investment Services LLC
June 2011 - January 2014 · 2 yrs 7 mos
Cetera Investment Services LLCBroker
June 2011 - June 2017 · 6 yrs
Spectrum Capital, INC.
October 2003 - June 2011 · 7 yrs 8 mos
Spectrum Capital, INC.Broker
November 1998 - June 2011 · 12 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
March 1996 - November 1998 · 2 yrs 8 mos
Invest Financial CorporationBroker
May 1994 - March 1996 · 1 yr 10 mos
State Registrations15 states
ARCACOIAIDILLAMONCNENYORTXVAWA
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.
Sharon Hyer - Financial Advisor | TrueAdvisor