3 Best Financial Services in Madison, WI

“Brent Kimbel is a Private Wealth Advisor at Ameriprise Financial Services, LLC. He aims to help you feel confident, connected, and in control of your finances. Brent Kimbel completed his Personal Finance degree at the University of Wisconsin in Madison in 1995. He holds FINRA Series 24 General Securities Principal, FINRA Series 7 & 63 General Securities Representative, and Uniform Securities Agent licenses. He provides one-on-one financial advice based on your goals and needs, personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Brent Kimbel and his team will have regular meetings to review your goals, progress, and investments.”

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“The Capital Group wants to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. They believe it has far-reaching benefits for their clients to get opinions from several sources with diverse backgrounds, education, and experience. John Litscher is the Partner & Private Wealth Planner of The Capital Group. He has worked with established employers in the Wisconsin area, such as UW Madison, UW Hospital and Clinics, City of Madison, the Madison Metropolitan School District, Medical College of Wisconsin, as well as Meriter Hospital and Edgewood College. John has been honored with the Premier Partners® Program numerous times, most recently in 2022, while serving his clients at his previous firm, Lincoln Financial Advisors.”

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“Walkner Condon Financial Advisors LLC is guided by a mission statement and a set of core values that fundamentally shape their professional conduct and ensure they deliver on their promise to clients. Their team is made up of experienced professionals dedicated to providing personalized financial planning. Clint Walkner is the founder of Walkner Condon Financial Advisors LLC. Clint started his career with MetLife Resources, primarily helping schoolteachers and administrators with retirement planning through the use of 403(b) plans. He joined UW Credit Union’s Investment Services Division in 2004, specializing in helping UW employees with investment and financial planning.”

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