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

Shane Sherwood


Private Wealth Advisor

Sherwood Wealth Partners

An Ameriprise Private Wealth Advisor

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 1 reviews
See disclosures

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

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances


  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • CKA® Certified Kingdom Advisor®

Awards & recognition

  • Five Star Wealth Manager, 2022-2023
  • Sherwood Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Sherwood Wealth Partners, Ameriprise Client Experience Award, 2023
  • Ameriprise Circle of Success, 2003, 2005, 2007, 2009, 2013, 2014, 2016-2023
  • Ameriprise Circle of Success Diamond Ring, 2020

Professional associations

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

Community participation

Stewardship Committee at First Baptist Church of Hallsville


  • 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.