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Kaylee Ann Shelman

Ameriprise Financial Services, LLC

Iowa City, IA

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-04-22
  • IA RA
    APPROVED
    Since 2026-04-22

Branch Locations

1580 Mall Dr, Iowa City, IA 52240 • 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
Ameriprise Financial Services, Llc Iowa City IA 04/2025 Present
University Of Iowa Hospitals & Clinics Iowa City IA 07/2022 08/2023
Student- University Of Iowa Iowa City IA 08/2021 Present
Self Employed Crawfordsville IA 04/2015 08/2021
Student- Waco Community Schools Wayland IA 04/2015 05/2021
  • 04/2025 → Present
    Ameriprise Financial Services, Llc
    Iowa City, IA
  • 07/2022 → 08/2023
    University Of Iowa Hospitals & Clinics
    Iowa City, IA
  • 08/2021 → Present
    Student- University Of Iowa
    Iowa City, IA
  • 04/2015 → 08/2021
    Self Employed
    Crawfordsville, IA
  • 04/2015 → 05/2021
    Student- Waco Community Schools
    Wayland, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-18
  • S66 Uniform Combined State Law Examination
    2026-04-18

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Iowa City, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Iowa City, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Iowa City, IA
LPL FINANCIAL LLC · IOWA CITY, IA
EDWARD JONES · IOWA CITY, IA
AMERIPRISE FINANCIAL SERVICES, LLC · IOWA CITY, IA
NATIONS FINANCIAL GROUP, INC. · IOWA CITY, IA
CETERA INVESTMENT ADVISERS LLC · IOWA CITY, IA

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