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 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
911 W Loop 281 Ste 113, Longview, TX, 75604
Get directionsHistory
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.
Exams
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