Shane Sherwood
Shane Sherwood is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Longview, TX, with 26 years of industry experience. Shane 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
911 W Loop 281 Ste 113, Longview, TX, 75604
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Shane is an independent insurance broker since 2000 with Nationwide Life Insurance Company. Shane also owns and manages an Ameriprise business and SWP Operations, LLC, dedicating about a third of his time to each. Additionally, Shane is the Assistant Treasurer for Sherwood, spending minimal time on this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations19 states
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.