Sandra Lynne Heers

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Carson City, NV
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Carson City, NV

Other Businesses

Real Estate Ownership; Commercial; 709 E. Telegraph St. (My Ameriprise office address), , Carson City, N/A, 89701; Not Investment-Related; 05/01/2007.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-03-17

Designations

• Certified Financial Planner

Other Names

• Sandra Kimbirk
• Sandra Smith
• Sandra Shields
• Samantha Lynne Heers