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Our financial advice team


Thomas Reitzes, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Thomas Reitzes

CFP®, APMA

Financial Advisor

Fidant Wealth Partners
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Kentucky, BA Finance, 2016

Awards & recognition

  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021

Community participation

We are proud to be part of the volunteering efforts made by the following organizations. If you or someone you know is interested in volunteering with us, please call our office and speak with Charity Jordan, or email charity.m.flynn@ampf.com.

Interests

  • basketball
  • tennis
  • skiing
  • reading
  • hiking and camping