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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

An Ameriprise Private Wealth Advisor

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 11 reviews
See disclosures

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

Areas of focus

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

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, 2004-2023
  • Ameriprise Circle of Success Diamond Ring, 2016
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Compelling Wealth Advisors, Ameriprise Client Experience Award, 2022-2023

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 didn't have time to do in the past. I'm starting to do some basic woodworking projects and 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 to 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.