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Tim McClurg Receives Accredited Portfolio Management Advisor Designation

Charlottesville, VAJuly 16, 2026, –Tim McClurg, ChFC®, CLU®, CEPA®, APMA®, an advisor with Ameriprise Financial, Inc. in Charlottesville, recently received the Accredited Portfolio Management AdvisorSM (APMA®) designation from the College of Financial Planning. Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.
 
McClurg is part of OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. He has 33 years of experience in the financial services industry.
 
McClurg graduated from Western Michigan University with a B.B.A. in Finance.
 
As a financial advisor, McClurg provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, please contact OakHeart Financial Group at 434.220.4671, visit the Ameriprise office at 941 Glenwood Station Ln Ste 203, or visit their website https://www.ameripriseadvisors.com/team/oakheart-financial-group/.
 
 
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
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1Company founded June 29, 1894.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
 
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
 
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
 
© 2026 Ameriprise Financial, Inc. All rights reserved.
 
File # AMP5398116.2- (Approved until 1/31/2027)