Shelby Telford
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCApr 2023 to now
- Boyd GamingSep 2022 to Apr 2023
- UnemployedMay 2022 to Sep 2022
- Nevada Real EstateApr 2022 to May 2022
- Honeypot SocialAug 2021 to Apr 2022
- Panasonic Energy of North AmericaJun 2021 to Aug 2021
- Crown Media LLCFeb 2020 to May 2020
- University of Nevada Child & Family Research CenterOct 2019 to Jun 2021
- University of Nevada, RenoAug 2018 to May 2022
- Chuck E CheeseJun 2018 to Aug 2018
- Clark County School SystemJan 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7720552
- Firm CRD
- 6363