Sheryl Kim Devoss

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

• 11/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Phoenix, AZ
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ
• 09/2021 → 12/2024
  U.S. Bancorp Investments, Inc.
  Phoenix, AZ
• 12/2024 → Present
  Ameriprise Financial Services, Llc
  Gilbert, AZ

Previous Registrations

• 2021-09-14 → 2024-12-18
  U.S. Bancorp Investments, Inc.
  Scottsdale, AZ
  Los Angeles, CA
  Phoenix, AZ
  Chandler, AZ
  Chandler, AZ
  Phoenix, AZ
  Tempe, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2015-06-01 → 2021-09-16
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Mesa, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Mesa, AZ
  Phoenix, AZ
• 2009-03-25 → 2009-07-22
  Brotherton Investment Consultants Llc
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-01
• S63 Uniform Securities Agent State Law Examination
  1981-07-21

Designations

• Certified Financial Planner

Other Names

• Kim Ajer
• Sheryl Kim Dykstra
• S Kim Devoss
• Kim Dykstra
• S Kim Dykstra
• Sheryl Kim Ajer
• S Kim Ajer
• Kim Devoss