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Brent Kimbel

An Ameriprise Platinum Financial Services® Practice
CFP®, ChFC®, CLU®, Senior Financial Advisor
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(608) 663-7526

Madison, WI 53719
brent.a.kimbel@ampf.com

Contact Information


(608) 663-7526
2912 Marketplace Dr
Ste 100
Madison, WI 53719
CHILDERS, KIMBEL & BRANTMEIER , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/brent.a.kimbel

My Philosophy

I've been helping people reach their goals for 13 years.

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.


Interests

  • I have two very active boys, David (7) and Alex (5).
  • I enjoy golfing and being outdoors.
  • My wife Sara and I enjoy competing in triathlons.
  • We both completed Ironman races in 2008.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

License Information

I am licensed and registered to conduct business in WI.

Based on licenses and registrations I hold, I may also conduct certain business in NY, AR, CA, CT, IA, IL, MN, PA

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.