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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-01-26
TX RA APPROVED_RES 2024-01-17
WA RA APPROVED 2024-01-16
  • WV RA
    APPROVED
    Since 2024-01-26
  • TX RA
    APPROVED_RES
    Since 2024-01-17
  • WA RA
    APPROVED
    Since 2024-01-16

Branch Locations

1200 Westlake Ave N Ste 603, Seattle, WA 98109 • United States

Puyallup, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shelgren Financial Tacoma WA 04/2012 01/2024
Shelgren Financial Group Tacoma WA 07/2012 01/2024
Capital Analysts, Llc Renton WA 11/2022 01/2024
Lincoln Investment Tacoma WA 04/2012 01/2024
Ameriprise Financial Services, Llc Battle Ground WA 01/2024 Present
  • 04/2012 → 01/2024
    Shelgren Financial
    Tacoma, WA
  • 07/2012 → 01/2024
    Shelgren Financial Group
    Tacoma, WA
  • 11/2022 → 01/2024
    Capital Analysts, Llc
    Renton, WA
  • 04/2012 → 01/2024
    Tacoma, WA
  • 01/2024 → Present
    Battle Ground, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-22
  • S66 Uniform Combined State Law Examination
    2012-08-22
Other Names
  • Mandy L Williams
  • Amanda L Stelmark
  • Mandy Stelmark
  • Amanda Williams
  • Amanda Lyn Stelmark
  • Amanda Stelmark
  • Mandy Lyn Stelmark
  • Mandy L Stelmark
  • Amanda L Williams
  • Mandy Lyn Williams
  • Mandy Williams

View on SEC IAPD

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