Sharon Ginsberg Kaplove

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

• 06/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Norwalk, CT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Stamford, CT

Other Businesses

Independent Insurance Brokering; Lincoln Financial; 06/12/2015; . Outside Employment; ONIPA'A enterprise, LLC; Owner; Manage advisory business; 2777 Summer Street, Suite 704, Stamford, CT, 06905; Investment-Related; 04/16/2024; 60 hours per month; 60 during trading hours. Other Business Activities; Designing Your Second Half; This is lifestyle coaching on the Second Half of Life from the NON-financial side. It is taking the point of view that you can be perfectly funded for retirement and woefully unprepared for 30 more years of life that are barely as planned for as a two-week vacation. There are critical elements of where to live and how to manage your weeks and your health and social aspects. As an advisor for 24 years, I've come to see that as advisors we think our clients may be financially prepared and therefore "ready to retire" and yet, that may be very far from the truth. My interest is in speaking and educating people. I expect that this will be money making activity over time, not yet. I will use Instagram and not represent Ameriprise or talk of investments or insurance.; 91 Bentwood Dr, , Stamford, CT, 06903; Not Investment-Related; 04/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-04

Designations

• Certified Financial Planner

Other Names

• Sharon G Kaplove
• Sharon Eileen Ginsberg