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Amanda Jo Sheeder

Investment adviser representative at Prospera Financial Services, Inc.
14 yearsExperience
1 stateRegistered in
$14.4BFirm assets
20 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 feeCommissionsPerformance-basedOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Prospera Financial Services, Inc.Oct 2022 to now
  2. LPL Financial LLCMar 2021 to Oct 2022
  3. Athene Securities, LLCOct 2020 to Mar 2021
  4. UnemployedMay 2020 to Oct 2020
  5. D.M. Kelly & CompanySep 2019 to May 2020
  6. Dmkc Advisory Services LLCSep 2019 to May 2020
  7. Voya American EquitiesSep 2014 to Sep 2019
  8. Voya FinancialSep 2014 to Sep 2019
  9. Voya Financial AdvisorsSep 2014 to Sep 2019
  10. Voya Financial PartnersSep 2014 to Sep 2019
  11. Directed ServicesMar 2012 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (IA).

Prospera Financial Services, Inc.

$14.4BAssets managed
18,584Clients
269Advisers
20 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
4818003
Firm CRD
10740
Advisor's SEC record (opens in a new tab)
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