Bryce ShelmanCRD Number: 6636321
Current Firm: Ameriprise Financial Services, LLC
Bryce Shelman (CRD# 6636321) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Iowa City, IA and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, Inc.||Iowa City, IA||Dec 2019 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2017 - Dec 2019||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2017 - Dec 2019||2|
|Unemployed||Wayland, IA||May 2017 - Aug 2017||< 1|
|University Of Iowa College Of Law||Iowa City, IA||Aug 2016 - May 2017||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2016 - Aug 2016||< 1|
|University Of Iowa College Of Law||Iowa City, IA||Aug 2015 - May 2016||< 1|
|Anderson Roberts Porth Wallace & Stewart||Burlington, IA||May 2015 - Aug 2015||< 1|
|University Of Iowa College Of Law||Iowa City, IA||Aug 2014 - May 2015||< 1|
|Anderson Roberts Porth Wallace & Stewart||Burlington, IA||May 2014 - Aug 2014||< 1|
|Dorsey & Whitney||Des Moines, IA||Jan 2014 - May 2014||< 1|
|Iowa State University||Ames, IA||Aug 2013 - Jan 2014||< 1|
|Constangy Brooks Smith & Prophete||Kansas City, MO||May 2013 - Jul 2013||< 1|
|Iowa State University||Ames, IA||Aug 2012 - May 2013||< 1|
|Constangy Brooks Smith & Prophete||Kansas City, MO||May 2012 - Jul 2012||< 1|
|Iowa State University||Ames, IA||Aug 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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