Jeremy Shipp, CFP, CLU, RICP, WMCP
CRD Number: 6185268
Current Firm: Rcplanners
Compensation Model: Both
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice. His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public speaker, provide an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry. He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.
Shipp’s customized financial strategies which incorporate asset allocation, financial management, retirement planning, and wealth succession, are the basis for his repeated appearances on CBS. He has also been featured in Forbes, Wall Street Journal, US News & World Report, The Street, and Yahoo! Finance, for his knowledgeable and proven concepts.
“I live for the moments when I can present a client with a plan that incorporates the full picture.” Shipp says the success of his clients is what truly resonates with him and brings him fulfillment in what he can provide to individuals and families.
Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designations. He is a master mentor and sits on the advisory council for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.
With a degree in Mathematics, Shipp’s ability to provide valid, verified, and logical strategies makes him the ‘go to guy’ for any financial strategy or concept considered for his clients. He verifies and mathematically backs up every approach and breaks it down into easy and understandable terms.
Jeremy Shipp enjoys spending time with family when he is not advising, teaching, or speaking. Shipp also enjoys the outdoors, biohacking, golf, and watching Buckeye football. He grew up in central Ohio, where he resided until his relocation to the Richmond, Virginia area in 2010.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Retirement Capital Planners, LLC | Glen Allen, VA | Jul 2018 - Current | 5 |
Harbor Wealth Advisors, LLC | Glen Allen, VA | Apr 2013 - Current | 10 |
Moneytrax North America Inc. | Vancouver, WA | Jan 2021 - Jan 2023 | 2 |
Retirewise University | Glen Allen, VA | Oct 2018 - Aug 2021 | 2 |
O'dell, Winkfield, Roseman & Shipp, LLC | Glen Allen, VA | Mar 2015 - Mar 2019 | 4 |
Owrs Estate Services, LLC | Glen Allen, VA | Apr 2012 - Mar 2019 | 6 |
First Advisors National, LLC | Richmond, VA | Nov 2015 - Oct 2018 | 2 |
Corecap Advisors | Richmond, VA | Aug 2015 - Nov 2015 | < 1 |
Redhawk Wealth Advisors, Inc. | Richmond, VA | Apr 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- FL
- MD
- PA
- VA
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts556ACCOUNTS
-
Average Account Value$118,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, MI, NC, PA, SC, VA
Investment advisory services offered through Retirement Capital Planners, LLC, registered investment advisor.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.