SI
ChFC
SI
ChFC

Sherrie Ingham

25 Years of Experience
Troy, MI
Broker

Sherrie Ingham is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 25 years of industry experience. Sherrie 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.

Loading...

Location

1450 W Long Lake Rd Ste 365, Troy, MI, 48098

Get directions

History

Regulatory History
Clean regulatory record

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

Sherrie is the COO of TLC Management, an entity to operate her business, and the owner of Endless Weekend LLC. She dedicates about 10-20% of her time to each of these activities, and also spends a few hours per week on management consulting for Rock and Bodie, INC.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Ameriprise Financial Services, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Concorde Investment Services, LLCBroker
September 2018 - July 2019 · 10 mos
Concorde Asset Management, LLC
September 2018 - July 2019 · 10 mos
L.M. Kohn & Company
July 2012 - September 2018 · 6 yrs 2 mos
L.M. Kohn & CompanyBroker
July 2012 - September 2018 · 6 yrs 2 mos
Leonard and Company
May 2012 - July 2012 · 2 mos
Leonard & CompanyBroker
May 2012 - July 2012 · 2 mos
Hantz Financial Services, INC.
February 2011 - May 2012 · 1 yr 3 mos
Hantz Financial Services, INC.Broker
May 2000 - May 2012 · 12 yrs
State Registrations26 states
ALCACOCTDCFLGAIAILINKSKYLAMEMINCNHNVOHPASCTNTXVAWAWV
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.
Sherrie Ingham - Financial Advisor | TrueAdvisor