Spencer Shelman

ADVISORY SOLUTIONS GROUP

SPOKANE, WA 99201

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CRD#: 5720038

Professional summary

Spencer Shelman, who also goes by Spencer Thomas Shelman, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Spokane, Washington.

Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Spencer has worked at 5 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Spencer Thomas Shelman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Shelman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2026 - Present

ADVISORY SOLUTIONS GROUP

Office #1: 1212 N Washington St Suite 300, Spokane, WA 99201

RIA

CRD#: 339919

SPOKANE, WA

Past

September 4, 2015 - August 12, 2026

PALOUSE CAPITAL MANAGEMENT, INC.

RIA

CRD#: 104573

SPOKANE, WA

Past

December 12, 2013 - June 25, 2015

SIGNIA CAPITAL MANAGEMENT

RIA

CRD#: 121505

SPOKANE, WA

Past

September 29, 2011 - November 8, 2013

ASSET PLANNING & MANAGEMENT, INC.

RIA

CRD#: 116833

SPOKANE, WA

Past

September 30, 2009 - August 11, 2011

ICM ASSET MANAGEMENT INC

RIA

CRD#: 105046

SPOKANE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(6/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2009

Uniform Investment Adviser Law Examination

Current Firm

ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA

Registered Investment Advisory firm - (1/8/2026 120-Day Approval)

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Contact information

Main Address

505 N Hwy 169, Plymouth, MN 55441

Mailing Address

Phone number

(763) 417-1700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP, LLC ADV 2A BROCHURE 12.09.2025 (12/9/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Spencer Shelman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Shelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY SOLUTIONS GROUP

PALOUSE CAPITAL MANAGEMENT, INC.

SIGNIA CAPITAL MANAGEMENT

ASSET PLANNING & MANAGEMENT, INC.

ICM ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2009

Current Firm

ADVISORY SOLUTIONS GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ADVISORY SOLUTIONS GROUP

TRUST BUT VERIFY

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