Charles Kudrna

Charles Kudrna

CRPC®

Financial Advisor
Chartered Retirement Planning CounselorSM
  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website.

Christian Focus

When it comes to managing your finances, you want a financial planning strategy that aligns with your Christian values and beliefs.

That’s why it’s so important to work with a financial advisor who shares your Christian world view.

I’m a Christian financial advisor, and I can provide financial planning and advice to help you make the right financial decisions for your loved ones, your future and your faith.

As a client, you will receive

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

My videos

3 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)