William John Shannon

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Burnsville, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Burnsville, MN

Other Businesses

Real Estate Ownership; Commercial; 12280 Nicollet Ave ste 101Burnsville, MN 55337, ,; ; . Business Ownership; BPS, LLC; Owner; Manage Ameriprise Business; 12280 Nicollet Ave S ste 101, , Burnsville, MN, 55337; Investment-Related; 03/15/2025; 60 hours per month; 60 during trading hours. Board of Directors; BBIG, LLC - office condo; Board Member; 12280 Nicollet Ave Ste 101 Burnsville, MN 55337, ,; ; ; 1 to 9 hours per month; . Outside Employment; BPS, LLC; Owner; Manage advisory business; 12280 Nicollet Ave S ste 101, , Burnsville, MN, 55337; Investment-Related; 03/07/2025; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant