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Lindsay Sherritt

Advisor at Ameriprise

Updated today

Location

Ortonville, MN 56278-0141

Credentials

Series 63, Series 65

Industry experience

11 years

About

Lindsay Sherritt is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, Sherritt is employed by I AM G LLC and serves as Marketing Director for The Tax Collaborative, supporting tax practice activities and client service. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

349 2nd St Nw

Ortonville, MN 56278-0141

Most active in

Minnesota · South Dakota · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Religious/faith focused
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Business ownership considerations
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