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Michael Shuck, Private Wealth Advisor serving the Bel Air, MD area - Ameriprise Advisors

Michael Shuck

CFP®, ChFC®

Private Wealth Advisor

Inspire Confidence Group

An Ameriprise Private Wealth Advisor

30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 11 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • B.A. Economics, Dickinson College, 1990, Phi Beta Kappa

Awards & recognition

  • Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Wealth Advisors, 2019, 2021-2024
  • Five Star Wealth Manager, 2015-2024
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2006-2022
  • Ameriprise Diamond Ring Club, 2010

Community participation

Maryland Food Bank

Interests

Mike and Jill congratulate our eldest child on his college graduation this past May. Happily, he was able to find employment quickly. Our other two are still in college and making good progress toward their future careers. The two of us are finding more time to spend together exercising, golfing, playing board games, and travelling.

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.