Advisor profile


My approach

Joseph Shults - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Joseph Shults - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • 1999 BA, Eastern Kentucky University, Richmond KY
  • 2002 MA, Miami University, Oxford OH

Interests

  • Spending time with my wife and two kids, Brock and Leah
  • Watching sports – specifically, UK Wildcats!
  • Playing the drums, listening to music and going to concerts
  • Photography is a passion of mine - I just recently added a small photo studio to my home
  • I recently started doing Crossfit and in 2018 I completed my first Half Marathon and a Spartan race!

Community participation

CityLink Volunteer (October 2013-Present)

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.