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Shanon Marie Sabo

Investment adviser representative at Ameriprise Financial Services, LLC
6 yearsExperience
10 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

6 years in the industry.

  1. Ameriprise Financial Services, LLC.Jun 2021 to now
  2. Ameriprise FinancialJun 2021 to Jun 2021
  3. UnemployedFeb 2021 to Jun 2021
  4. Ameriprise Financial Services, LLCMar 2020 to Mar 2020
  5. Florida Department of Children and FamiliesOct 2018 to Feb 2021
  6. UnemployedAug 2017 to Oct 2018
  7. Florida Department of Juvenile JusticeJul 2017 to Aug 2017
  8. UnemployedJan 2017 to Jul 2017
  9. Norfolk State University Police DepartmentOct 2015 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 10 states (AL, AR, DE, MS, NE, NV, OK, RI, VA, WA).

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
7405127
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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