Bradley Philip Shelley

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_RES	2019-03-04
OH	RA	APPROVED	2014-10-17

TX RA
APPROVED_RES

Since 2019-03-04
OH RA
APPROVED

Since 2014-10-17

Branch Locations

9100 Centre Pointe Drive Suite 180, West Chester, OH 45069 • United States

Fairfield, OH • 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, Inc.	West Chester	OH	08/2014	03/2020
Ameriprise Financial Services, Llc	West Chester	OH	03/2020	Present

08/2014 → 03/2020

Ameriprise Financial Services, Inc.

West Chester, OH
03/2020 → Present

Ameriprise Financial Services, Llc

West Chester, OH

Other Businesses

Business Ownership; B.P. Shelley & Associates; Owner; Manage Ameriprise Business; 9100 Centre Pointe Dr, Ste 180, West Chester, OH, 45069; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-14

S66 Uniform Combined State Law Examination

2014-10-14

View on SEC IAPD