Shannon
Sharrer

Ameriprise Financial Services, Inc

CRD#4595141
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Shannon Sharrer is a financial advisor whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor at Ameriprise Financial Services, Inc, Sharrer has 12 years of practice in the financial advisory industry. Sharrer has Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Sharrer is able to serve clients in Colorado and Pennsylvania. Sharrer has worked their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Pittsburgh, Pennsylvania, and operates out of 161 other offices throughout the nation. As a company, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 accounts and employs more than 13,020 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Ameriprise Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7660 Saltsburg Rd
Pittsburgh, PA 15239

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

PA Average: $5,289,111,388
Total Number of Employees

13,718

PA Average: 157
Total Number of Accounts

1,393,263

PA Average: 8,262
Average Account Size

$178,230

PA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Shannon Sharrer Work History

Shannon has 12 years of experience.

2006 - Present (13 years)

Investment Professionals, Inc

Disclosures

Shannon Sharrer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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