Advisor profile


My approach

Bryce Shelman - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Bryce Shelman - My approach photo

Areas of focus

  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Investment Management
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 Registered Representative
  • NASAA Series 66 Investment Advisor Representative
  • Life, Accident & Health, and Variable Life/Variable Annuity Insurance Licenses

Education

  • B.S., Business Management, Accounting Minor, Iowa State University, Ames, IA
  • J.D., University of Iowa College of Law, Iowa City, IA

Interests

  • I enjoy spending time with my family – my wife and our daughter.
  • I also like traveling, reading, and watching movies.
  • Another interest of mine is sports, specifically the Iowa Hawkeyes and Las Vegas Raiders.

Community participation

I enjoy giving back to the community and being a mentor to younger kids whenever I can. I am actively involved in my church, including as a youth advocate.

My wife & I also sponsor and host a retreat for junior high students every summer, where we do various community service projects and campout.

I enjoy volunteering my time every Labor Day weekend working at the Midwest Old Threshers Reunion making & serving homemade caramel apples.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Iowa State Bar Association

Previous experience

  • Associate Director, Legal- Cambridge Investment Research, Inc., 2017-2019