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Our financial advice team


Todd Shier, Financial Advisor serving the Palm Bay, FL area - Ameriprise Advisors

Todd Shier

Financial Advisor

Gratium Wealth Planning
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 11 reviews

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

Areas of focus

  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management

Education

  • Florida Institute of Technology BS in Business Adminstration.Melbourne Florida

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

I enjoy fishing and the warm Florida weather.