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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
27
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 70 reviews

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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • 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, 2004-2021
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Ameriprise Diamond Ring Club, 2016

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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
  • 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.
  • For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Interests

  • I have two very active boys, David (21) and Alex (18).
  • I enjoy touring the bike trails around Madison, Wisconsin.
  • I compete in marathons and triathlons.
  • Completed the Ironman race in 2008.