Shelby Gregory Fink, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Shelby Gregory Fink

CFP®, APMA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A financial advisory practice of Ameriprise Financial Services, LLC
  • Introduce me

    If you know someone who has financial questions, please let them know about my practice.
    Refer me
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

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

Clients

What do you need? At the end of the day, there’s no other question that matters. My job is to understand you, and create a plan that reflects your goals and dreams. Sure, there are countless options in the financial world. I can sit down with you to discuss personalized strategies to help you work toward your individual goals. That’s why I'm here, and that’s just what I do.

Honored to receive recognition

I’m proud that I'm one of Forbes’ Best-in-State Wealth Advisors for 2020-2022, Forbes Top Women Wealth Advisors for 2020-2021, and to have been named to Working Mother Magazine’s Top Wealth Advisor Moms list for 2018-2021.

These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together. And, I’d like to thank my dedicated team for all their hard work and support.

My videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)