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Our financial advice team


Adam H Carson Ameriprise Financial Advisor

Adam H Carson

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kindred Wealth
23
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

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

Interests

I enjoy working out, eating healthy (mostly), and a great glass of wine!

Community participation

Legacy Rotary Club of Norman

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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