Medina, OH Medina Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,773 advisors across 4,086 offices
Location
4018 Medina Rd, Suite C
Medina OH 44256-9675
Advisors at this office
2
Advisors at this office
Dillon P
Series 66
Medina, OH
Ameriprise
Dillon Peterson is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 credential. He has been with Ameriprise since 2025 and previously worked at Shields Strategic Wealth, Park Place Technologies, Oakview Dermatology, and Ohio University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients approaching or in retirement, incorporating asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.
Steven S
CFP®, Series 66
Medina, OH
Ameriprise
Steven Shields is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2025, he worked at Edward Jones from 2018 to 2025 and has experience in other business ventures, including ownership roles in real estate and managing his own business, Shields Strategic Wealth, LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
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