Raymond James & Associates
45yrs
Top advisor by experience in Clermont
15yrs
Adam Shelp
Financial advisor at Ameriprise Financial Services
Based in Clermont, Florida, Adam Shelp is a fiduciary financial advisor with 15 years of industry experience. Adam joined Ameriprise Financial Services in 2024, after 12 years at Janney Montgomery Scott. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 69 advisors with offices in Clermont, and one of 65 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?15 years in the industry
OfficeClermont, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- 2011 – 2024Janney Montgomery Scott LLCPreviously
Questions to ask Adam
Tailored to Adam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Adam
How do I contact Adam?
Call Ameriprise Financial Services at 612-671-3131 and ask for Adam Shelp. Adam works from the Clermont, FL office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2011, about 15 years. 15 years in the industry.
What licenses does Adam hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Aria
45yrs
Top 1% by experience in Florida
JB Meridian Advisors
41yrs
Top 3% by experience in Florida
International Assets Investment Management
40yrs
Top 4% by experience nationwide
Blue Jasper Capital
38yrs
Top advisor by experience at Blue Jasper Capital
LPL Financial
35yrs
Top 9% by experience in Clermont