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Our financial advice team


Mark E Woody Ameriprise Financial Advisor

Mark E Woody

CFP®, CLU®, ChFC®, APMA®, CASL®

Private Wealth Advisor

Chief Executive Officer of
Kindred Wealth
30
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

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Small Business

Interests

In my spare time, I enjoy reading, traveling, singing and spending quality time with my family.

Community participation

South Canadian Valley Church of Christ, Elder, Treasurer, Norman, OK

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2019 & 2020
  • Ameriprise Circle of Success, 2001-2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CASL® Chartered Advisor for Senior Living®

Education

  • B.B.A., 1989, Finance, University of Oklahoma, Norman, OK

Professional associations

  • Financial Planning Association
  • National Association of Insurance and Financial Advisors
  • Kingdom Advisors