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Our financial advice team


John Shaw, Financial Advisor serving the Worland, WY area - Ameriprise Advisors

John Shaw

APMA

Financial Advisor

Franchise Owner
Legacy Financial Partners
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments
  • Family Finances

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 66

Education

  • BA Business Administration - University of Wyoming

Awards & recognition

  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021-2022
  • Legacy Financial Partners, Prairie Business 50 Best Place to Work , 2021

Community participation

Member of Worland Chamber of Commerce, Washakie Museum and Cultural Center

Interests

Family, community participation, performing arts, Wyoming Cowboys, flyfishing