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Our financial advice team


Adam H Carson, Private Wealth Advisor serving the Norman, OK area - Ameriprise Advisors

Adam H Carson

CFP®, APMA

Private Wealth Advisor

Kindred Wealth

An Ameriprise Private Wealth 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

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance

Qualifications

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

Education

  • Bachelor of Business Administration, Finance - The University of Oklahoma, Norman, OK

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023
  • Kindred Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Client Experience Award, 2020

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

I enjoy spending time with my family, working out, hiking, and travel