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Sharon Bradley

Investment adviser representative at Ameriprise Financial Services, LLC
27 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

27 years in the industry.

  1. Ameriprise Financial Services, Inc.Jan 2018 to now
  2. UnemployedOct 2017 to Jan 2018
  3. Sharon Bradley Independent ContractorJul 2017 to Oct 2017
  4. UmemployedNov 2016 to Jul 2017
  5. Fifth Third Securities, Inc.Mar 1999 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Ameriprise Financial Services, LLC

$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1988337
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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