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Our financial advice team


Kent Thompson, Private Wealth Advisor serving the San Diego, CA area - Ameriprise Advisors

Kent Thompson

CFP®, APMA, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Wisdom Wealth Management

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CPWA® Certified Private Wealth Advisor®
  • Series 6, Series 7, Series 63, Life, Accident & Health

Education

  • B.S., Business Administration & Economics, Rocky Mountain College, Montana

Awards & recognition

  • Ameriprise Diamond Ring Club, 2008
  • Ameriprise Chairman's Advisory Council, 2014
  • Ameriprise Circle of Success, Hall of Fame, 2021
  • Ameriprise Circle of Success, 2001-2023
  • Wisdom Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2025

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Fellowship of Christian Atheletes
  • San Diego Rescue Mission
  • Helen Woodward Animal Center “Foster Family”
  • Big Table Organization
  • Adopt-A-Highway
  • San Diego Police Foundation

Interests

When not in the office, I enjoy walking the hills of our neighborhood with my wife and our golden retriever, Josephine. Spending time with my family on a beautiful golf course, a tree lined ski run, or on a pontoon boat on Flathead Lake in our home state of Montana; all bring me great joy.