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Kimberly P

Series 66

Newton Falls, OH

Ameriprise

Kimbery Powell is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise since 2018, including prior roles at Investment Professionals Inc. Powell is also involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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