Overview

My name is Tom Shortreed, I am a financial advisor with Ameriprise Financial. I currently have offices in Cortland and Canton, Ohio and always looking to expand. We have a robust team, great technology and solid processes and systems to serve clients and grow. I am interested in discussing a potential relationship. I am looking to partner with advisor(s) where they could brand under our broker dealer and our team. We have a robust team to serve clients and grow. I am interested in discussing a potential relationship to have like minded individuals/teams merge into our practice or to structure an acquisition plan that would make sense for you and your clients. We do comprehensive advice and wealth mgmt. It might make sense for us to have a discovery meeting to see if working together could create synergy and growth.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,204 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...