Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Charitable Giving

Awards & recognition

  • Compelling Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025
  • Brent Kimbel, Forbes Best-in-State Wealth Advisors, 2021-2025
  • Brent Kimbel, Ameriprise Circle of Success, 2004-2022
  • Compelling Wealth Advisors, Ameriprise Client Experience Award, 2022-2024
  • Brent Kimbel, Ameriprise Ultimate Digital Excellence Award, 2023-2024

Community participation

Volunteer event at the Dane County Humane Society in Madison, WI
Volunteer event at the Dane County Humane Society in Madison, WI

The staff at Compelling Wealth are involved in many community events and charities in the Madison, WI area throughout the year including:

Honored to be recognized in Forbes

All of us at Compelling Wealth Advisors are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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