Jimmy R. Middlebrook,  CFP<sup>&reg;</sup> - Financial Advisor

Jimmy R. Middlebrook, CFP®

Advisor

Ameriprise Financial

5172 Village Creek Dr, Ste 104
Plano, TX 75093-4444
FINANCIAL ADVISOR'S WEBSITE
(972) 447-5162

General

Jimmy Middlebrook is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Plano, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Texas
  • Health/disability insurance: California
  • Fixed annuities: Arkansas
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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