Kindred Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 26 reviews

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check

  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Kindred Wealth - Our approach photo

We deliver personalized financial advice to help you achieve your goals today and tomorrow through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident connected and in control of your financial life.

Kindred Wealth - Our approach photo

Events

2021 SEMINAR SERIES: The Times They Are a Changin’ -But Are They?

Bob Dylan’s anthem, “The Times, They Are A-Changin’,” seems just as fitting today as it was in 1964. But are the issues we’re facing today really that unprecedented?

Join us to learn:

-Historical perspective of past turmoil we’ve overcome

-How to manage today’s challenges

-Strategies to prepare for future uncertainty

Please call: 1-844-621-3956 Access code: 146 394 5609

Click this live link to join the Webex slide presentation

Meeting number: 146 394 5609 Password: Seminar1!

Please plan to call the toll-free number to hear the speaker, and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

2021 SEMINAR SERIES: College Inside Track- 7 Insider Tips

Campus visits are cancelled, ACT/SAT testing is evolving daily, your college savings may have taken a hit! How does a family do a college search in this environment? Join Cozy Wittman, National College Search Expert from College Inside Track, to learn more about effective search strategies to assure your family stays on track.

During the call we will discuss:

-How to do an effective tour with campuses closed

-Where to find scholarships

-How to go about scheduling an ACT

To join the webex:

Please call: 1-844-621-3956 Access Code: 146 254 8337

Click this live link to join the Webex slide presentation

Meeting number: 146 254 8337 Password: Seminar1!

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An alliance with OU Federal Credit Union

As an Ameriprise financial advisor, one of our missions is to support local institutions and businesses in our community. This is why we're part of the alliance between Ameriprise Financial Services, LLC and OU Federal Credit Union.

Through OU Federal Credit Union’s investment services program, we're able to collaborate with OU Federal Credit Union’s staff and provide financial and investment planning services to their clients. It’s another way for us to help more individuals and families achieve financial wellness.

Investment products: Not Federally Insured| No Financial Institution Guarantee | May Lose Value

Our videos

5 videos
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3 big-picture considerations for stocks in 2021
3 big-picture considerations for stocks in 2021

View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021. (3:30)

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Videocast: Investor perspectives for election and COVID-19 conditions
Videocast: Investor perspectives for election and COVID-19 conditions

As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)

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Your retirement puzzle
Your retirement puzzle

Bring your retirement dreams to life, grow your money, and live the retirement you envision. (15:44)

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Financial steps to take at any age
Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:38)

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Will your retirement income last?
Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)