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Our financial advice team


Kymberlie Reed Ameriprise Financial Advisor

Kymberlie Reed

CRPC®, APMA®, CLTC®

Financial Advisor

Operations Manager
SMALL & ASSOCIATES FINANCIAL
12
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
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies

Interests

  • Spending time with Family
  • Sewing
  • Watching College Football
  • Fishing
  • Traveling
  • Volunteering in the Community

Community participation

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelors Degree in Criminal Justice, Universtiy of Phoenix
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