RS
RS

Ryan Sharrer

16 Years of Experience
Greensburg, PA
BrokerSells Insurance

Ryan Sharrer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Greensburg, PA, with 16 years of industry experience. Ryan 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

701 E Pittsburgh St, Greensburg, PA, 15601

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 ActivitiesSells Insurance

Ryan is an independent insurance broker for multiple companies, including Jackson National, Athene, Delaware Life Insurance Co, Eagle Life, Prudential, and Allstate. Ryan also works at S&T Bank, spending about a quarter of his time there, including some hours during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2018 - Present · 8 yrs 1 mo
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 1 mo
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Investment Professionals, INC.
October 2009 - September 2018 · 8 yrs 11 mos
Investment Professionals, INC.Broker
September 2009 - September 2018 · 9 yrs
State Registrations18 states
AZCACOCTFLGAMDMTNCNYOHOKPASCTNTXVAWV
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.