Sherrie Lynn Ingham

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 08/2018
  L.M. Kohn & Company
  Cincinnati, OH
• 08/2018 → 07/2019
  Concorde Investment Services, Llc
  Livonia, MI
• 08/2018 → 07/2019
  Concorde Asset Management, Llc
  Livonia, MI
• 07/2019 → 03/2020
  Ameriprise Financial Services Inc
  Troy, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Previous Registrations

• 2018-09-04 → 2019-07-30
  Concorde Asset Management, Llc
  Troy, MI
  Ann Arbor, MI
• 2012-07-26 → 2018-09-04
  L.M. Kohn & Company
  Troy, MI
  Cincinnati, OH
  Cincinnati, OH
• 2012-05-03 → 2012-07-19
  Leonard & Company
  Troy, MI
• 2011-02-02 → 2012-05-02
  Hantz Financial Services, Inc.
  Southfield, MI
  Southfield, MI

Other Businesses

Business Ownership; Endless Weekend LLC; Owner; Entity to operate business; 1450 W Long Lake Rd, Suite 365, Troy, MI, 48098; Investment-Related; 02/14/2025; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; Rock & Bodie LLC; Owner; Manage advisory business; 1450 W Long Lake Rd, Suite 365, Troy, MI, 48098; Investment-Related; 08/30/2022; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-13
• S63 Uniform Securities Agent State Law Examination
  2000-06-26

Designations

• Chartered Financial Consultant