Tristen Cole Shackelford
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Ameriprise Financial Services, LLCJun 2021 to now
- Logie's On MassMar 2021 to Aug 2021
- University of KansasAug 2020 to Mar 2021
- Soccer MasterMay 2019 to Aug 2020
- Lenny's Sub ShopJan 2018 to Apr 2018
- Overland Park Lady Sykes Golf CourseMay 2017 to Aug 2019
- Saint Thomas Aquinas High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
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
- 7397045
- Firm CRD
- 6363