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John B Carroll, Financial Advisor serving the Norman, OK area - Ameriprise Advisors

John B Carroll

CFP®, APMA, CRPC, CMFC

Financial Advisor

Kindred Wealth
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Insurance
  • Tax Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFC™ Chartered Mutual Fund Counselor™

Education

  • Bachelor of Business Administration, 2004 at the University of Oklahoma, Norman, OK

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Scottrade, Inc, 2011-2012
  • Sagepoint Financial, Inc, 2010-2011

Interests

I currently reside in Norman, Oklahoma with my wife, Brandi and our two children, Britton and Landon. My passions include OU football, spending time with family and the Oklahoma City Thunder. I look forward to meeting your needs and planning for the future of your family.