Sharon Kresse
Sharon Kresse is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lincoln, NE, with 45 years of industry experience. Sharon 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
8535 Executive Woods Dr, Ste 300, Lincoln, NE, 68512
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Sharon owns a business, paying expenses with zero financing, dedicating minimal time. She also works as a financial advisor at Cirksena, Knight, Jacobsen, Sieps and Kresse LLC, spending about a third of her time, including during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations28 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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