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Our financial advice team


Shane Sherwood, Private Wealth Advisor serving the Longview, TX area - Ameriprise Advisors

Shane Sherwood

CFP®, CRPC®, ChFC®, CKA®

Private Wealth Advisor

Sherwood Financial
23
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 4 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
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances

Interests

  • My wife and I are very active at First Baptist Church of Hallsville.
  • We try to get involved with all the activities that our three children participate in.
  • We enjoy traveling, outdoor activities, cooking and spending time together on our back porch.

Awards & recognition

  • Ameriprise Circle of Success, 2003, 2005, 2007, 2009, 2013, 2014, 2016-2021
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Sherwood Financial, Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2022

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • CKA® Certified Kingdom Advisor®
  • CRPC®Chartered Retirement Planning CounselorSM, College for Financial Planning
  • ChFC® Chartered Financial Consultant, The American College

Professional associations

  • Financial Planning Association
  • Kingdom Advisors
  • Christian Franchise Advisor Network

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.

Community participation

Stewardship Committee at First Baptist Church of Hallsville