Sharon Hyer, financial advisor Omaha NE
83 score

Sharon Hyer

CRD Number: 1950226
Current Firm: Cetera Investment Advisers LLC

Sharon Hyer (CRD# 1950226) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Omaha, NE Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Jun 2011 - Current 5
Great Western Bank Omaha, NE Nov 1998 - Current 18
Spectrum Capital, Inc. Omaha, NE Nov 1998 - Jun 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Jan 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sharon L. Hyer
Phone Number: 888-528-2987
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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