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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ameriprise Financial Services Inc 1 year, 12 months Oct 2014 - Present
SPC 2 years, 7 months Mar 2012 - Oct 2014
Qdro Company, LLC 2 years, 11 months Nov 2011 - Oct 2014
Bdops, Inc. 4 years Dec 2010 - Dec 2014
Sigma Financial Corporation 5 years, 2 months Aug 2009 - Oct 2014
Mosher Advising, LLC 9 years, 1 month Sep 2005 - Oct 2014
Sigma Financial Corporation 3 years, 9 months Sep 2005 - Jun 2009
Are You
Sharee Mosher Burkel?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Sharee Burkel

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 13, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ameriprise Financial Services, Inc.

Last updated on Aug. 25, 2016
    • $178.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $164.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees