Thomas Shortreed
Thomas Shortreed is a registered investment advisor at Ameriprise Financial Services, LLC, based in Canton, OH, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4383 Executive Cir Nw, Canton, OH, 44718
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2000Other Business Activities
Thomas owns commercial real estate since 2006 and other real estate since 2011, dedicating about 10-20% of his time to the latter. He also owns other property since 2020, dedicating minimal time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.