Adam Shelp

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 05/2024
  Janney Montgomery Scott Llc
  Wilkes-Barre, PA
• 07/2024 → Present
  Ameriprise Financial Services Llc
  Kingston, PA

Previous Registrations

• 2011-12-13 → 2024-05-16
  Janney Montgomery Scott Llc
  Wilkes-Barre, PA
  Clemont, FL

Other Businesses

Business Ownership; Premier Planning Wealth Advisors, LLC; Co-owner; Manage Ameriprise Business; 575 Pierce St. Ste. 102, , Kingston, PA, 18704; Investment-Related; 10/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Premier Planning Wealth Advisors LLC; Co-owner; Manage advisory business; 575 Pierce St. Ste. 102, , Kingston, PA, 18704; Investment-Related; 10/30/2025; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-12
• S63 Uniform Securities Agent State Law Examination
  2011-11-28

Other Names

• Adam Shelp
• Adam Donald Shelp