Advisor profile


My approach

Bradley L Shelman - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Bradley L Shelman - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7 & 63 General Securities Representative Uniform Securities Agent

Education

  • B.A. Business Administration, University of Iowa, 1992

Interests

  • I enjoy spending time with my family-- my wife and four children.
  • I also like traveling with my family, whether it is our annual summer vacation or long weekends throughout the year. Time goes by very quickly so I want our family to have these special times together.
  • I enjoy sports, specifically the Iowa Hawkeyes, dining out, & coaching youth basketball.

Community participation

I enjoy giving back to the community and being a mentor to children whenever I can. I have volunteered as a youth basketball coach. I also act as a treasurer for the Olds UCC and volunteer my time every Labor Day weekend working at the Midwest Old Threshers Reunion helping out a local church organization.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Forbes Best-in-State Wealth Advisors, 2020-2021
  • Ameriprise Circle of Success, 2017-2020