Sheri Ouellette is a ChFC-designated registered investment advisor at Edward Jones, based in Vermillion, SD, with 9 years of industry experience. Sheri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
23 Market Street, Vermillion, SD, 57069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sheri is the Vice President and Secretary of Ouellette Trucking Inc, dedicating a few hours per week to administrative duties. She also holds positions in Glacial Lakes Energy, LLC, River's Hideaway, LLC, Domestic Violence Safe Options Services, United Way of Vermillion, and Vermillion Chamber and Development Company, but these roles require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations31 states
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