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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Publication of Periodicals or Newsletters
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ameriprise Financial Services Inc 1 year, 10 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 July 6, 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
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