Thomas J. Oswald,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Oswald, CFP®

ChFC, CRPC

Financial Advisor

Ameriprise Financial Services, Inc.

700 Tower Dr, Ste 200
Troy, MI 48098
FINANCIAL ADVISOR'S WEBSITE
(248) 817-6053

General

Thomas Oswald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Troy, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certificate PFP Oakland Univ, Chartered Retirement Planning Counselor CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Job Loss, Retirement, Sudden Wealth

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Helpful Financial Planning Resources