Bryce Shelman, financial advisor Iowa City IA

Bryce Shelman

CRD 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.

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Ameriprise Financial Services, LLC
Company Name Location Dates Years
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
Contact Info for Bryce T. Shelman
Phone Number: 612-671-3131
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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