Sharon Kirby Martin

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.
  Shreveport, LA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Shreveport, LA

Other Businesses

Outside Employment; Kevin L Murphy, LLC; AFA working with Kevin Murphy, Ameriprise Franchise Advisor; Manage advisory business; 738 N Ashley Ridge Loop, , Shreveport, LA, 71106; Investment-Related; 02/26/2023; 40 to 59 hours per month; 60 during trading hours. Other Business Activities; Laveer Acquisitions; Checking account used to pay expenses for practice acquisitions including travel, meals, bank notes, etc.; 738 N Ashley Ridge LoopShreveport, LA 71106, ,; Not Investment-Related; 09/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Murphy & McCrocklin, LLC; LLC for building / office expenses; 738 N Ashley Ridge LoopShreveport, LA 71106, ,; Not Investment-Related; 06/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / Laveer-NSC, LLC; LLC for building / office expenses; 215 S Railroad Ave, , Brookhaven, MS, 39601; Not Investment-Related; 05/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-16

Other Names

• Sharon Rena Kirby
• Sharon Rena Martin