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Sharon Hyer

32 Years of Experience
Omaha, NE
2 DisclosuresBroker

Sharon Hyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 32 years of industry experience. Sharon 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.

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
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Location

15858 W Dodge Rd, Suite 320, Omaha, NE, 68118-2533

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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 7 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 7 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 Registrations16 states
ARCACOIAIDILKSLAMONCNENYORTXVAWA
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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