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Paul Kendall

Advisor at Ameriprise

Updated today

Location

New Philadelphia, OH 44663-4160

Credentials

CFP®, Series 66

Industry experience

8 years

About

Paul Kendall is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC. He previously worked at Edward Jones for eight years and has additional experience in banking with The Middlefield Banking Company and Ridgestone Bank. Kendall is co-owner of Kendall Capital Group LLC, a real estate business based in Dover, Ohio. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its affiliated companies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

1260 Monroe Street Nw, 3 B

New Philadelphia, OH 44663-4160

Most active in

Ohio · Texas

Work history

Ameriprise Financial Services LLC

2025 - Present (1 year)

Unemployed

2025 - 2025 (1 year)

Edward Jones

2017 - 2025 (8 years)

The Middlefield Banking Company FKA Liberty Bank, NA

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lewis H

Series 65

Dover, OH

Hindman Financial, LLC

Lewis Hindman is the sole advisor at Hindman Financial, LLC in Dover, Ohio. He holds a Series 65 designation and has over 10 years of experience running his own financial practice. In addition to his advisory role, he has worked as a public high school teacher at Dover City Schools since 2006 and also provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm provides fee-based planning and educational sessions without managing client investment accounts or charging asset-based fees, combining public education with advisory services.

General retirement planning Income planning General tax planning General estate planning guidance Cash flow / budgeting
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Douglas F

CFP®, CFA®, Series 66

New Philadelphia, OH

Rea Wealth Management

Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.

Options & derivatives strategies
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Thomas S

Series 66

New Philadelphia, OH

Rea Wealth Management

Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.

Options & derivatives strategies
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Douglas B

Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Douglas Bambeck is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Rea Wealth Management and Commonwealth Financial Network since 1998. Bambeck serves as a board member for FFD Financial Corp, a publicly traded holding company for First Federal Community Bank, where he reviews financials and advises on operational procedures. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Options & derivatives strategies
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Matthew A

Series 63, Series 66

New Philadelphia, OH

Rea Wealth Management

Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Rea Wealth Management since 2017 and previously held roles at J.P. Morgan Investment Management. Outside of advisory work, he co-owned Vessel Floral and Event Design, a floral and event design business, from 2016 to 2020. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers customized and model-based portfolio management, financial planning, and mutual fund asset allocation, employing a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies
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Matthew C

CFP®, ChFC®, Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.

Options & derivatives strategies
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