Thomas P. Shortreed,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas P. Shortreed, CFP®

MBA, CRPC, BFA

Private Wealth Advisor

Ameriprise Financial Services, LLC

3378 State Route 5
Cortland, OH 44410
FINANCIAL ADVISOR'S WEBSITE
(330) 638-5525

General

Thomas Shortreed is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Cortland, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, MBA

Insurance Licenses

  • Life insurance: AL,FL,NV,NH,OH,PA,TN
  • Health/disability insurance: AL,FL,NV,NH,OH,PA,TN
  • Variable annuities: AL,FL,NV,NH,OH,PA,TN

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Life Planning, Retirement

More

Helpful Financial Planning Resources