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Our financial advice team


Kim Angell, Financial Advisor serving the Stevens Point, WI area - Ameriprise Advisors

Kim Angell

CFP®, ChFC®, APMA

Financial Advisor

Chartered Financial Consultant®
Michael Smith & Associates
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors of Science, Business Administration, University of Wisconsin Stevens Point

Professional associations

  • Financial Planning Association

Community participation

  • United Way - Endowment Committee
  • YMCA Foundation - Board Member

Interests

  • Spending time with Family
  • Golf
  • Sports - Packers, Brewers, Badgers