Sharon Lee Calhoun

Sharon L. Calhoun

VECTOR WEALTH MANAGEMENT
MINNEAPOLIS, MN 55414
Some features on this profile are disabled
CRD#: 2812184
Sharon Lee Calhoun

Professional summary


Sharon Lee Calhoun, AIF®, CFP®, who also goes by Sharon Lee Babcock, is a registered financial advisor currently at VECTOR WEALTH MANAGEMENT located in Minneapolis, Minnesota.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Sharon has worked at 3 firms and has passed the Series 6 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Sharon Lee Babcock

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Sharon Lee Calhoun's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

February 9, 2017 - Present

VECTOR WEALTH MANAGEMENT

Office #1: 43 Main Street Se Suite 236, Minneapolis, MN 55414
RIA
CRD#: 152667
MINNEAPOLIS, MN
Past

January 13, 2014 - May 8, 2017

VECTOR WEALTH MANAGEMENT, LLC

RIA
CRD#: 106090
MINNEAPOLIS, MN
Past

April 12, 1999 - October 31, 2000

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VECTOR WEALTH MANAGEMENT
SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(2/9/2017)
IAR
Texas
(12/15/2017)

Exams


General Industry/Product Exam

Current Firm


VW
VECTOR WEALTH MANAGEMENT
SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
43 Main Street Se Suite 236, Minneapolis, MN 55414
Mailing Address
Phone number
(612) 378-7560
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts3,161
AUM (Assets Under Management)$ 1,488,809,873

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VECTOR WEALTH MANAGEMENT

CRD#: 152667Minneapolis, MN 55414

TRUST BUT VERIFY

Monitor Sharon Calhoun

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
Brian Todd Niemann
Brian NiemannAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
Rice Lake, WI
SS
Steven SchmidtAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
ST LOUIS PARK, MN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.