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Amanda Sheeder

Prospera Financial Services, INC.
19 Years of Experience
West Des Moines, IA
1 DisclosureBroker
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Amanda Sheeder is a registered investment advisor at Prospera Financial Services, INC., based in West Des Moines, IA, with 19 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.

Prospera Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
280 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

West Des Moines, IA

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History

Regulatory History (1)
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Judgment / Lien
December 2012
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Prospera Financial Services, INC.
October 2022 - Present · 4 yrs
Prospera Financial Services, INC.Broker
October 2022 - Present · 4 yrs
Prospera Financial Services, INC.
October 2022 - Present · 4 yrs
Previous Registrations
LPL Financial LLCBroker
March 2021 - September 2022 · 1 yr 6 mos
LPL Financial LLC
March 2021 - September 2022 · 1 yr 6 mos
Athene Securities, LLCBroker
November 2020 - March 2021 · 4 mos
Dmkc Advisory Services, LLC
September 2019 - May 2020 · 8 mos
D.M. Kelly & CompanyBroker
September 2019 - May 2020 · 8 mos
Voya Financial Advisors, INC.
August 2019 - September 2019 · 1 mo
Voya Financial Partners, LLCBroker
March 2014 - September 2019 · 5 yrs 6 mos
Directed Services LLCBroker
March 2014 - June 2018 · 4 yrs 3 mos
Voya Retirement Advisors, LLCBroker
March 2014 - October 2016 · 2 yrs 7 mos
Voya Financial Advisors, INC.Broker
March 2012 - September 2019 · 7 yrs 6 mos
Directed Services LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Systematized Benefits Administrators, INC.Broker
March 2012 - October 2013 · 1 yr 7 mos
Ing Financial Advisers, LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Ing Investment Advisors, LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Voya America Equities, INC.Broker
October 2011 - September 2019 · 7 yrs 11 mos
Directed Services LLCBroker
June 2010 - October 2011 · 1 yr 4 mos
NFP Securities, INC.Broker
June 2007 - June 2008 · 1 yr
Dewaay Financial Network, LLCBroker
September 2006 - April 2007 · 7 mos
Vsr Financial Services, INC.Broker
July 2006 - September 2006 · 2 mos
Metlife Investors Distribution CompanyBroker
October 2005 - May 2006 · 7 mos
New England SecuritiesBroker
October 2005 - May 2006 · 7 mos
Ing Financial Advisers, LLCBroker
July 2004 - September 2005 · 1 yr 2 mos
State Registrations3 states
IANCTX
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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