Sharon Erbe Zeman

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2019 → 05/2022
  Edward Jones
  St Louis, MO
• 07/2008 → 05/2019
  Heart Of Wisconsin Chamber Of Commerce Inc
  Wisconsin Rapids, WI
• 05/2022 → Present
  Edward Jones
  St Louis, MO

Other Businesses

First English Lutheran Church Wisconsin Rapids, WI Start date: 1/2/2024 Chair - Finance Committee Hours per week: 0 Hours during trading: 0 Oversee finance committee meeting, no check signing.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-12

Other Names

• Sharon Mary Erbe