Brent SheaCRD Number: 6189258
Current Firm: Ameriprise Financial Services, Inc.
Brent Shea (CRD# 6189258) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wauseon, OH and has over 4 years of experience in the finance industry.
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
Mpm Wealth Advisors
|Ameriprise Financial Services, Inc.||Toledo, OH||May 2013 - Current||4|
|Brent Shea (dba H&r Block)||Wauseon, OH||Oct 2012 - Current||5|
|Scotts Miracle Gro||Marysville, OH||Nov 2009 - Sep 2012||2|
|Cardinal Health||Dublin, OH||Jul 2005 - Oct 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY