Shawn Marie Kelly

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

• 08/2022 → Present
  Ameriprise Financial Services, Llc
  Pensacola, FL
• 12/2014 → 01/2022
  Self Employed
  Arnold, MD
• 01/2022 → 08/2022
  Student At The University Of Georgia
  Athens, GA

Other Businesses

Real Estate Ownership; We own points in the Disney Vacation Club- a time share type program. Our home resort is Saratoga Springs Resort and Spa. That's the address I put below.; 1960 Broadway Lane, , Lake Buena Vista, FL, 32830; Not Investment-Related; 06/18/2025.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-19

Other Names

• Shawn Marie Mikesell