Shelly Stibbe
Shelly Stibbe is a registered investment advisor at Ameriprise Financial Services, LLC, based in Richland Center, WI, with 19 years of industry experience. Shelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1313 W Seminary St Ste 100, Richland Center, WI, 53581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelly owns multiple real estate properties and has business ownership interests. She also serves on the board of directors for Stibbe and works for CWAG LLC, dedicating about 10-20% of her time to this outside employment.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations1 state
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