Skip to main content

Our financial advice team


Curtis Beagle, Financial Advisor serving the Adrian, MI area - Ameriprise Advisors

Curtis Beagle

CFP®, APMA

Financial Advisor

Franchise Owner
Kec, Walker & Associates

An Ameriprise Platinum Financial Services® Advisor

27
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

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Adrian College 1997 Adrian, Michigan

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.

Interests

  • Married for 23 years to my wife Molly. We have two children, Elliott and Quinn