Wealth Advisor
.Jim has been working with Thrivent since 1992 and is a member of Thrivent’s Hall of Fame “Legends” *.
Jim graduated with an associate's degree from Manchester Community College and a bachelor’s degree from Central Connecticut State University. Jim earned his Certified Financial Planning
designation (CFP) in 2001. Jim is the founder and managing partner of Shuttleworth Financial Group. Working with Thrivent, the firm focuses on retirement planning and asset management. “Through my education and experience, I provide clients clarity and confidence with their finances”. Jim leads a team who’s goal is to provide “best in class” service and advice to the clients they serve. Jim and his wife, Laurie, have four adult children and two grandchildren. Jim is an active cross fitter and when not helping clients plan for their financial future, Jim and Laurie enjoy hiking and mountaineering where they have successfully summited some of the world’s highest peaks.
*Hall of Fame represents a long-term commitment to Thrivent with consistent, successful performance. Hall of Fame “Legends” is the highest honor and accomplishment one can achieve
within Thrivent’s field force and requires at least 30 years of service and meeting high performance and compliance standards.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #0K89372)
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Illinois
- Indiana
- Kentucky
- Maine
- Maryland
- Massachusetts
- Minnesota
- Montana
- New Hampshire
- New Jersey
- New York
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- Tennessee
- Texas
- Vermont
- Virginia
- Wisconsin
Office location
Moultonborough Location
32C Suite 207C Whittier Hwy.
Moultonborough, NH 03254
Phone413-525-9165Fax413-525-5736HoursMoultonborough, NH 03254
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.