Kurt Sharp (CRD# 4611426) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shakopee, MN and has over 21 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Shakopee, MN | Nov 2020 - Current | 3 |
| Ameriprise Financial Services Inc. | Shakopee, MN | Nov 2020 - Nov 2020 | < 1 |
| Wells Fargo Clearing Services, LLC | Shakopee, MN | Nov 2016 - Nov 2020 | 4 |
| Wells Fargo Bank Na | Shakopee, MN | Jul 1999 - Nov 2020 | 21 |
| Ameriprise Financial Services, LLC | Shakopee, MN | Mar 2020 - Mar 2020 | < 1 |
| Wells Fargo Advisors LLC | Shakopee, MN | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
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- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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