Donald J. Shelton,  CFP<sup>&reg;</sup> - Financial Advisor

Donald J. Shelton, CFP®

APMA®

Financial Advisor

Oquirrh Wealth Advisors

869 Baxter Dr
South Jordan, UT 84095
FINANCIAL ADVISOR'S WEBSITE
(888) 221-7613
(801) 984-2711
CONNECT WITH Donald
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General

Donald Shelton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oquirrh Wealth Advisors in South Jordan, UT and the surrounding communities.

Financial Advisor Experience

I have been in the financial planning business for 27 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Portfolio Management Advisor? (APMA®)

Insurance Licenses

  • Life insurance: AZ, CO, NV, UT, VA
  • Health/disability insurance: AZ, CO, NV, UT, VA
  • Fixed annuities: AZ, CO, NV, UT, VA
  • Variable annuities: AZ, CO, NV, UT, VA

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer

An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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