Shelby Byland
Investment adviser representative at Ameriprise Financial Services, LLC
14 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
14 years in the industry.
- Ameriprise Financial Services, LLCMay 2025 to now
- StudentAug 2019 to now
- Cambridge Investment Research Advisors, Inc.Jan 2025 to Apr 2025
- Cambridge Investment Research, Inc.May 2024 to Apr 2025
- Northwestern Mutual Wealth Management CompanyAug 2023 to May 2024
- Northwestern Mutual Investment Services LLCMar 2023 to May 2024
- Northwestern Mutual Life Insurance CompanyMay 2022 to May 2024
- Commercial and Savings BankMay 2021 to Jan 2022
- WalmartMay 2020 to Dec 2020
- Black Diamond Golf CourseMay 2019 to Aug 2019
- StudentAug 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7539173
- Firm CRD
- 6363