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An Ameriprise Platinum Financial Services® Practice

 
 
Brent Kimbel Ameriprise Financial Advisor

Brent Kimbel

CFP®, CLU®, ChFC®

Senior Financial Advisor

 

 
 

15

Years of Experience


94

Client Satisfaction Score


Print Summary

CHILDERS, KIMBEL & BRANTMEIER

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • Senior Financial Advisor
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter
  • Regional Franchise Advisory Council

Office Location

2912 Marketplace Dr
Ste 100
Madison, WI 53719-5324
Map (608) 663-7526


Education

  • University of Wisconsin - Madison 1995 -- Personal Finance

License Information

I am licensed and registered to conduct business in WI.

Based on licenses and registrations I hold, I may also conduct business in CT, CA, AR, NV, MN, NY, IA, PA, NE, OH, IL, VA.

AR Insurance #239769

My Approach

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.

Areas of Focus

  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Small Business
  • Retirement Planning Strategies

Interests

  • I have two very active boys, David (9) and Alex (6).
  • I enjoy golfing and being outdoors.
  • My wife Sara and I enjoy competing in triathlons.
  • We both completed Ironman races in 2008.

Community Participation

  • Susan G. Komen Race for the Cure
  • Red Cross

View All

My Events

SEPTEMBER

21

Day of Golf - Play

Market Watch

Market News
  • Client Satisfaction Score: The Client Satisfaction Survey score is based on response to the survey gathered within the preceding two years. Information since then may have changed. The survey rates advisors on the following criteria: overall satisfaction with the advisor, the advisor's financial knowledge, the advisor's ability to provide financial advice that suits the individual needs of the client, and the adequacy of the amount of contact with the advisor. An Advisor's score is based on an average of all responses for the advisor. There is no minimum number of respondents required for an advisor to receive a score. Client experiences may vary and working with any Ameriprise financial advisor is not a guarantee of future financial results. Investors should not consider this rating as a substitute for their own research and evaluation of a financial advisor’s qualifications.
  • 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.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.