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Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC
2601 West Beltline Highway, Madison, Wisconsin, United States
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About the Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2601 West Beltline Highway, Madison, Wisconsin, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, including asset management, investment strategies, estate planning, retirement planning, and more. Advisors at Brent Kimbel - Private Wealth Advisor are committed to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
Photos of Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC
2601 W Beltline Hwy Ste 104, Madison, WI 53713, United States
Reviews of Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC
"Hiring a firm, or trusting an individual within a firm, to invest and protect your money for retirement and wealth accumulation is a big decision. After a fair amount of research I found the BEST advisor in Madison! Brent Kimbel is very knowledgeable, transparent with his advice and clearly demonstrates his financial expertise. After my 1st meeting with Brent I knew he was a man of honesty, integrity and cares greatly about guiding his clients down the path of financial serenity in retirement. Thank you Brent, Jack & Jan for being a fun, personable team and truly caring about your clients!"
"This Ameriprise team has been invaluable in helping me perform a long-overdue financial rehaul during a very difficult time. In addition to being amazing at his actual job, Brent is a smart, hilarious, empathetic person who always manages to make me feel like I'm his single most important client. (I am not.) Knowing your financial future is being handled intelligently and professionally by people that genuinely have your best interests at heart is a pretty awesome thing. Put another way: if my goal was to financially prepare for retirement spent traveling the world atop a cloud of cotton candy pulled by unicorns, I am confident Brent would make it happen."
"Brent is very responsive and very detail oriented. Questions and requests are handled quickly. He has an easy going, positive personality but also a very professional approach to his responsibilities. With Brent's guidance I was able to retire earlier than most and without worries about my financial future. Great staff and great experience whenever we communicate."
"Can I leave 6 stars?? Brent has incredible knowledge to make investing with him an easy decision. My husband and I have not hesitated to trust him with this responsibility. Brent is extremely responsive and makes everything very simple. He also keeps an eye on your progression and will remind you to increase your savings without pushing you outside of your comfort zone. If you are considering investing or planning for retirement, Brent is your guy to "Show Me the Money!""
"We have been working with Brent for about 7 years now and his professional advice and expertise have been invaluable. We wanted to start our married life off with a solid financial plan and Brent has been great at giving us the tools and resources we need, helping hold us accountable, and assisting us in navigating the unexpected situations that life inevitably has thrown our way. We are so grateful to have him as a crucial member of our financial planning team!"
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