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James Wilbanks, Financial Advisor serving the Norman, OK area - Ameriprise Advisors

James Wilbanks

Ph.D., APMA®

Financial Advisor

Chief Investment Officer of
Kindred Wealth
3
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
  • Investment Management
  • Business Retirement Plans
  • Cash Flow Management Strategies

Interests

I enjoy reading (mostly non-fiction) and spending time with my family.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Education

  • University of Oklahoma, Ph. D. Economics, 1998

Professional associations

  • Oklahoma State Treasurer's Investment Advisory Committee

Previous experience

  • Chief Executive Officer of Ultimate Consulting, LLC, 2013-Present
  • Executive Director of Mendocino County Employees Retirement Association, 2015-2020
  • Executive Director of Oklahoma Teachers Retirement System, 2008-2013
  • Director of Revenue and Fiscal Policy, Oklahoma State Treasurer's Office, 2005-2008
  • Director of Research and Fiscal Policy, Oklahoma Office of State Finance, 2003-2005