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Shelly Halasz Rolf

Ameriprise Financial Services, LLC

Columbia, MD

Cibolo, TX

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-07-14
TX RA APPROVED 2025-07-14
  • MD RA
    APPROVED
    Since 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

8825 Stanford Blvd Ste 200, Columbia, MD 21045 • United States

Cibolo, TX • 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
Cuna Mutual Group Waverly IA 04/2014 08/2021
Cuna Brokerage Services Inc Waverly IA 04/2014 08/2021
Ameriprise Financial Services, Llc Live Oak TX 08/2021 04/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2024 07/2025
Capfinancial Securities Llc Raleigh NC 04/2024 07/2025
Ameriprise Financial Services, Llc Columbia MD 07/2025 Present
  • 04/2014 → 08/2021
    Cuna Mutual Group
    Waverly, IA
  • 04/2014 → 08/2021
    Cuna Brokerage Services Inc
    Waverly, IA
  • 08/2021 → 04/2024
    Ameriprise Financial Services, Llc
    Live Oak, TX
  • 04/2024 → 07/2025
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 04/2024 → 07/2025
    Capfinancial Securities Llc
    Raleigh, NC
  • 07/2025 → Present
    Ameriprise Financial Services, Llc
    Columbia, MD
Previous Registrations
  • 2024-04-29 → 2025-07-17
    Captrust
    San Antonio, TX
  • 2021-08-30 → 2024-04-22
    Ameriprise Financial Services, Llc
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    Live Oak, TX
    San Antonio, TX
    San Antonio, TX
  • 2015-09-11 → 2021-09-01
    Cuna Brokerage Services, Inc.
    Live Oak, TX
    Live Oak, TX
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-01
  • S66 Uniform Combined State Law Examination
    2015-09-01
Other Names
  • Shelly Rolf
  • Michelle Halasz
  • Michelle Rolf

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
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