Kindred Wealth

A private wealth advisory practice of Ameriprise Financial Services, Inc.

  • Current market conditions

    Get the latest market and economic insights 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.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

Events

SEMINAR SERIES: Finances & Parents-5 Steps Toward a Support Discussion & Talking with your spouse

Ameriprise Financial Services, Inc. invites you to a special conference call and online webex seminar event, Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with Your Spouse-Creating Financial Harmony

Monday, September 30, 2019, 11 am– 12 pm Central Time

The Talking to your Parents presentation will discuss: starting the conversation, preparing for the future, gathering important information,making decisions and preparing for the worst.

The Talking with your Spouse presentation will discuss: communicating on finance, considering personal goals, setting financial goals, preparing for the unexpected, planning your discussion

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 545 274

Password: Welcome2

View all events

An alliance with OU Federal Credit Union

As an Ameriprise financial advisor, one of my missions is to support local institutions and businesses in my community. This is why I’m part of the alliance between Ameriprise and OU Federal Credit Union.

Through OU Federal Credit Union’s investment services program, I’m able to collaborate with OU Federal Credit Union’s banking teams, and provide financial and investment planning services to their clients. It’s another way for me to help more individuals and families achieve financial wellness.

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

The Ameriprise difference

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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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)