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Brent Kimbel, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Brent Kimbel

CFP®, CLU®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Compelling Wealth Advisors
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 41 reviews

EMAIL
PHONE
BUSINESS MOBILE
608.292.2621
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Insurance
  • Investment Management
  • Charitable Giving
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Family Finances
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • Regional Franchise Advisory Council
  • FINRA Series 24 General Securities Principal
  • FINRA Series 7 & 63 General Securities Representative, Uniform Securities Agent

Education

  • University of Wisconsin - Madison 1995 -- Personal Finance

Awards & recognition

  • Ameriprise Circle of Success, 2004-2022
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Compelling Wealth Advisors, Ameriprise Client Experience Award, 2022
  • Ameriprise Diamond Ring Club, 2016

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • UW-Madison 403(b) Liaison
  • Wisconsin Public Radio Sponsor
  • Susan G. Komen Race for the Cure
  • Red Cross
  • ScoutMaster for Boy Scout Troop 102
  • Life time member of the Willy Street Coop, Madison, WI
  • Toys for Tots, Madison, WI
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work. As a veteran of our nations’ military, I am especially proud of this philanthropic partnership.

Interests

My wife, Debbie and I are now empty nesters. This is very new to us. We've been filling much of our time learning things we hadn't had time to do in the past. I'm starting to do some basic woodworking projects that I've never had the time to do before. I really enjoy being able to work with my hands and problem solve. Of course, we are at the age of learning all about pickleball. Not too good at it yet but having fun trying. Staying active and healthy is important for us. Someday grandkids will be in our future. On Friday nights we enjoy searching Madison and towns near us for the best Supper Clubs around.