Barry P. Shelley,  CFP<sup>&reg;</sup> - Financial Advisor

Barry P. Shelley, CFP®

CLU®,ChFC®,CKA®

Private Wealth Advisor

Ameriprise Financial Services, LLC

9100 Centre Pointe Dr, Suite 180
West Chester, OH 45069-3885
FINANCIAL ADVISOR'S WEBSITE
(877) 774-1384
(513) 642-2503

General

Barry Shelley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL®, CKA®, MSFS (Master of Science in Financial Services)

Insurance Licenses

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

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources