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ChFC

Shannon Sharrer

Ameriprise Financial Services, LLC
21 Years of Experience
Pittsburgh, PA
Broker
View SEC Summary
View SEC Summary

Shannon Sharrer is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pittsburgh, PA, with 21 years of industry experience. Shannon 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.

Ameriprise Financial Services, LLC
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

7660 Saltsburg Rd, Pittsburgh, PA, 15239

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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.

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Other Business Activities

Shannon works for S&T Bank since 2002, spending about a quarter of their time there. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Investment Professionals, INC.
August 2010 - September 2018 · 8 yrs 1 mo
Investment Professionals, INC.Broker
November 2006 - September 2018 · 11 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2005 - November 2006 · 1 yr 7 mos
State Registrations17 states
COCTDCFLGAMDMONCNJNYOHPASCSDTXVAWI
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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