Michael Shane Moore
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
16 years in the industry.
- Ameriprise Financial Services, LLCJun 2021 to now
- Msm Accounting and Tax Services, LLCFeb 2011 to now
- Saint Leo UniversityJan 2010 to now
- Avantax Advisory ServicesJul 2020 to Jun 2021
- Avantax Investment Services, Inc.Jul 2020 to Jun 2021
- Coastal Equities, Inc.Oct 2017 to Oct 2018
- Coastal Investmet AdvisorsOct 2017 to Oct 2018
- Hd Vest Advisory Services, IncMay 2016 to Sep 2017
- Hd Vest Investment ServicesSep 2015 to Sep 2017
- Liberty UniversityMar 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6551858
- Firm CRD
- 6363