Shelby Murel Marcotte

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:

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-06-17
SD	RA	APPROVED	2021-08-09

TX RA
APPROVED

Since 2022-06-17
SD RA
APPROVED

Since 2021-08-09

Branch Locations

2816 Milwaukee Ave Ne, Aberdeen, SD 57401 • United States

Ipswich, SD • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Watertown	SD	05/2020	Present
First State Bank Of Roscoe	Roscoe	SD	05/2019	11/2019
University Of South Dakota	Vermillion	SD	10/2018	05/2019
Northern State University	Aberdeen	SD	11/2019	05/2020
Shane O'COnner Construction	Vermillion	SD	05/2018	07/2018
Marcotte Farms	Sykeston	ND	05/2018	07/2018
University Of South Dakota	Vermillion	SD	08/2017	05/2018
Marcotte Farms	Sykeston	ND	05/2017	08/2017
University Of South Dakota	Vermillion	SD	01/2017	05/2017
United States Marine Corps	Camp Pendleton	CA	12/2015	12/2016

05/2020 → Present

Ameriprise Financial Services, Llc

Watertown, SD
05/2019 → 11/2019

First State Bank Of Roscoe

Roscoe, SD
10/2018 → 05/2019

University Of South Dakota

Vermillion, SD
11/2019 → 05/2020

Northern State University

Aberdeen, SD
05/2018 → 07/2018

Shane O'COnner Construction

Vermillion, SD
05/2018 → 07/2018

Marcotte Farms

Sykeston, ND
08/2017 → 05/2018

University Of South Dakota

Vermillion, SD
05/2017 → 08/2017

Marcotte Farms

Sykeston, ND
01/2017 → 05/2017

University Of South Dakota

Vermillion, SD
12/2015 → 12/2016

United States Marine Corps

Camp Pendleton, CA

Other Businesses

Business Ownership; MJ Realty, LLC; Owner; Real Estate; PO Box 295, , Ipswich, SD, 57451; Not Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-20

S66 Uniform Combined State Law Examination

2021-07-20

View on SEC IAPD