Our financial advice team

Kim Castelo, Financial Advisor serving the Bedford, NH area - Ameriprise Advisors

Kim Castelo

Financial Advisor

Lamb, Petersen & Mann Advisory Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
603.825.6008
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Awards & recognition

  • Five Star Wealth Manager, 2024
  • Lamb, Petersen & Mann Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Lamb, Petersen & Mann Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023

Interests

My family is my proudest accomplishment, with my work a close second. Outside of work I enjoy spending time with my pets, walking, yoga, cooking, reading, and traveling when I can. Of course a good movie is always on the top of my list too!

Connect with us

Kim Castelo may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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