Jenna Shermoen is a registered investment advisor at Riverbridge, based in Minneapolis, MN, with 7 years of industry experience. Jenna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,421 clients with $6.9B 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 | 1.00% |
Fees may be lower based on various factors, including institutional clients, anticipated future assets, dollar amount of assets, related accounts, account composition, and negotiations.
Fee Estimator
Location
80 South Eighth Street, Suite 1500, Minneapolis, MN, 55402
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Regulatory History
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 Activities
Jenna works full-time as a Relationship Manager at Riverbridge Partners, LLC. She also serves on the board of trustees and finance committee for Avenues for Youth, a non-profit organization, dedicating minimal time to these roles.
Employment History
Current Registrations
Riverbridge
Imst Distributors, LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations13 states
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