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Shelly Marie Stibbe

Advisor at Ameriprise — Richland Center, WI

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Richland Center, WI 53581

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Shelly Stibbe is a financial advisor with Ameriprise in Richland Center, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Ameriprise since 2011, including its predecessor Ameriprise Financial Services, Inc. Outside of her advisory role, Stibbe is involved in managing a dairy farm and holds several board positions, including serving on the boards of Schmitt Woodland Hills and local community organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, employing a non-discretionary implementation model supported by proprietary research and third-party data.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Richland Center, WI

1313 W Seminary St Ste 100

Richland Center WI 53581

Advisors at this office

3

Most active in

Wisconsin

Work history

20 years of industry experience

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Richland Center, WI

Ameriprise Financial Services, Inc.

2011 - 2020 • 9 years

Madison, WI

SII Investments, Inc.

2006 - 2011 • 5 years

WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott K

Series 66

Lone Rock, WI

First Command Advisory Services

Scott Klaas is a financial advisor with First Command Advisory Services, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the U.S. Army Mission Command Training Program for four years and has been involved in livestock farming as the owner of Saint Wendelin's Croft since 2020. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and select third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Terry S

Series 66

Richland Center, WI

Commonwealth Financial Network

Terry Sebranek is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 credential and has previously worked with firms including Raymond James Financial and Rewald, Sebranek & Frawley, LLC. In addition to his advisory work, he is involved in tax preparation through RSF Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joseph B

Series 66

Richland Center, WI

Commonwealth Financial Network

Joseph Brown is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has nine years of industry experience and has previously worked with Navigate Wealth LLC and the firm Rewald, Sebranek, & Frawley. Brown serves as a board member for the Ithaca Public School in Richland Center, WI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, third-party asset manager access, and custody and clearing solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brandi W

Series 63, Series 65

Blue River, WI

Commonwealth Financial Network

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been associated with Commonwealth Financial Network and WCCU Investment Consultants since 2012. Outside of her financial career, she has worked as a waitress at Mellem Fish House for 10 years and is an independent consultant selling personal care and cleaning products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kaleb F

Series 66

Richland Center, WI

Commonwealth Financial Network

Kaleb Frawley is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Raymond James Financial and Rewald, Sebranek & Frawley, LLC. In addition to his advisory role, he owns RSF Group, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm supports advisors with a broad platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kim L

ChFC®, Series 63

Richland Center, WI

Eagle Strategies (NY Life)

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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