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Shanna Jean Shillington-bylsma is a financial advisor with over 18 years of experience in the industry. She currently works with Ameriprise Financial Services, LLC, a firm with over $479 billion in assets under management. Shanna is registered to provide investment advice in 18 states, and has a combined state and product exam count of 4. Shanna's specializations include asset allocation, financial planning, pension consulting, and portfolio management for individuals and businesses. She is dedicated to providing comprehensive financial services to her clients, helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
01/05/2023 - Present
Ameriprise Financial Services, LLC (GRAND RAPIDS MI)
MN
03/11/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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