Skip to main content

Our financial advice team


John B Carroll Ameriprise Financial Advisor

John B Carroll

CFA®, CFP®, APMA®, ChFC®, CRPC®

Financial Advisor

Kindred Wealth
15
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.

Areas of focus

  • Insurance
  • Tax Planning Strategies
  • Investments

Interests

I currently reside in Norman, Oklahoma with my wife, Brandi and our two children, Britton and Landon. My passions include OU football, spending time with family and the Oklahoma City Thunder. I look forward to meeting your needs and planning for the future of your family.

Qualifications

  • Series 7, 66 and 31
  • CMFC® Chartered Mutual Fund Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Business Administration, 2004 at the University of Oklahoma, Norman, OK

Previous experience

  • Scottrade, Inc, 2011-2012
  • Sagepoint Financial, Inc, 2010-2011