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Thomas Shortreed, Private Wealth Advisor serving the Cortland, OH area - Ameriprise Advisors

Thomas Shortreed

MBA, CFP®, BFA, CRPC, CKA®

Private Wealth Advisor

Franchise Owner
Guidelight Financial Group
25
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

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Christian Financial Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®

Education

  • Masters in Business Administration, Youngstown State University, 1998
  • Bachelors of Science in Nursing, Youngstown State University, 1992

Awards & recognition

  • Ameriprise Circle of Success, 2002-2021
  • Guidelight Financial Group, Ameriprise Client Experience Award, 2021

Previous experience

  • Nurse Manager Telemetry Unit St Joseph's Hospital, 1995-1997
  • Critical Care registered nurse CCU/ICU St Joseph's Hospital, 1992-1995

Community participation

Leadership Mahoning Valley

Volunteer for Trumbull County Mobile Meals

Volunteer for Warren Area Family Mission

Volunteer for Second Harvest Food Bank.

A member of the Cortland Rotary Club

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer. As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

  • Spending time with his family, which include his wife and three adult sons
  • Walking his dogs
  • Getting some Florida sun
  • Pickleball
  • Bicycling
  • Jogging
  • Playing cards with friends
  • Shooting Pool
  • Golfing