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Amanda Jo Sheeder

Prospera Financial Services, Inc.

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About Amanda Jo Sheeder

Amanda Sheeder is a financial advisor at Prospera Financial Services, Inc., a firm with offices in Dallas, Texas and West Des Moines, Iowa. Amanda has been a registered representative for over 15 years and has experience in various areas of financial planning, including portfolio management, retirement planning, and insurance. She is committed to providing personalized financial guidance and helping clients achieve their financial goals.

Firm Information

Amanda Sheeder is currently registered with Prospera Financial Services, Inc.. Prospera Financial Services, Inc. is a corporation headquartered in Dallas, Texas. Founded in 1982, the firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. With over 150 licensed agents and investment advisor representatives, Prospera manages over $9.8 billion in regulatory assets. The firm is registered with the SEC and in all 50 states.
Prospera Financial Services, Inc.

5429 LBJ FREEWAY

DALLAS, TX 75240

$9.81B

Assets Under Management

8

Total Clients

235

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under review

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Amanda Sheeder’s Registration & Firm History

TX

10/27/2022 - Present

Prospera Financial Services, Inc. (DALLAS TX)

SC

03/16/2021 - 09/12/2022

LPL FINANCIAL LLC (FORT MILL SC)

IA

11/17/2020 - 03/03/2021

ATHENE SECURITIES, LLC (WEST DES MOINES IA)

IA

09/30/2019 - 05/20/2020

D.M. KELLY & COMPANY (DES MOINES IA)

IA

03/17/2014 - 09/04/2019

VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)

IA

03/12/2012 - 09/04/2019

VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)

IA

10/11/2011 - 09/04/2019

VOYA AMERICA EQUITIES, INC. (DES MOINES IA)

IA

03/17/2014 - 06/27/2018

DIRECTED SERVICES LLC (DES MOINES IA)

IA

03/17/2014 - 10/03/2016

VOYA RETIREMENT ADVISORS, LLC (DES MOINES IA)

IA

03/12/2012 - 10/16/2013

DIRECTED SERVICES LLC (DES MOINES IA)

IA

03/12/2012 - 10/16/2013

ING FINANCIAL ADVISERS, LLC (DES MOINES IA)

IA

03/12/2012 - 10/16/2013

ING INVESTMENT ADVISORS, LLC (DES MOINES IA)

IA

03/12/2012 - 10/16/2013

SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (DES MOINES IA)

IA

06/16/2010 - 10/13/2011

DIRECTED SERVICES LLC (DES MOINES IA)

IA

06/19/2007 - 06/13/2008

NFP SECURITIES, INC. (URBANDALE IA)

IA

09/12/2006 - 04/26/2007

DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)

IA

07/07/2006 - 09/11/2006

VSR FINANCIAL SERVICES, INC. (WEST DES MOINES IA)

IA

10/14/2005 - 05/23/2006

METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)

NY

10/14/2005 - 05/23/2006

NEW ENGLAND SECURITIES (NEW YORK NY)

CT

07/05/2004 - 09/13/2005

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 08/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/02/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amanda Jo Sheeder. Review regulatory record here.
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