Unclaimed
Sharon Rentmeester is a financial advisor who has been in the industry since November 3, 1994. Sharon is currently registered with Oneamerica Securities, Inc. and has been with the firm since October 1, 2015. Prior to that, Sharon was registered with BMO INVESTMENT DISTRIBUTORS, LLC, BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. Sharon specializes in a variety of areas including financial planning, pension consulting and portfolio management for both businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
10/01/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WI
01/30/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (Greenbay WI)
WI
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (GREEN BAY WI)
WI
11/04/1994 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (GREEN BAY WI)
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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