Melissa Kenshalo
Investment adviser representative at Ameriprise Financial Services, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Ameriprise Financial Services, LLCMay 2026 to now
- Eagle Strategies LLCSep 2023 to Apr 2026
- Nylife Securities LLCAug 2023 to Apr 2026
- New York Life Insurance CompanyMay 2023 to Apr 2026
- Stifel Nicolaus & Co IncJul 2021 to May 2023
- RBC Capital Markets, LLCJun 2017 to Jul 2021
- Bank of America, N.A.Dec 2009 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2005 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4441373
- Firm CRD
- 6363