Tim McClurg Receives Certified Exit Planning Advisor Designation

Charlottesville, VA – October 2, 2024 – Tim McClurg ChFC^®, CLU^®, CEPA^® a financial advisor, Risk Mitigation and Wealth Transfer Specialist with OakHeart Financial Group a private wealth advisory practice of Ameriprise Financial Services, LLC in Charlottesville, has achieved the professional designation of Certified Exit Planning Advisor (CEPA^®) through The Exit Planning Institute.
 
Tim McClurg successfully completed the rigorous requirements including course work and examinations which cover how to integrate exit strategy into business, personal, and financial goals of business owners.
 
McClurg graduated from Western Michigan University with a degree in Finance. He has 31 years of experience in the financial services industry.
 
As a private wealth advisory practice, OakHeart Financial Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Tim McClurg at 434.270.4671, visit the Ameriprise office at 941 Glenwood Station Lane, Suite 203, Charlottesville, VA 22901 or visit their website www.oakheartfinancialgroup.com.
 
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years¹. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 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.
 
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
 
© 2023 Ameriprise Financial, Inc. All rights reserved.
 
File # 5398250- (Approved until 02/28/2025)