Shane Adams
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCMar 2025 to now
- The Vanguard Group, Inc.Jul 2024 to Feb 2025
- Alliance BernsteinJun 2023 to Aug 2023
- Ameriprise Financial Services, LLCMay 2022 to Aug 2022
- University of ArizonaAug 2020 to May 2024
- Woodman's Food MarketsJun 2020 to Aug 2020
- Arlington International RacecourseJun 2019 to Aug 2019
- Pool Watch Inc.Jun 2018 to Aug 2018
- Buffalo Grove High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7951461
- Firm CRD
- 6363