Brent Alan Kimbel

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Madison, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Madison, WI

Other Businesses

Real Estate Ownership; Commercial; 29 Ellis Potter Court, , Madison, WI, 53711; Investment-Related; 07/31/2020. Business Ownership; Pines West Self Storage LLC; Owner - operator; Self storage unit rentals; 29-30 Ellis Potter Court, , Madison, WI, 53711; Not Investment-Related; 07/20/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Fitch Minis LLC; Owner - operator; storage unit rental; 5189 Anton Drive, , Fitchburg, WI, 53711; Not Investment-Related; 02/19/2018; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Brent A Kimbel