Financial Advisors
Fitchburg, WI
Jason Krueger is a CFP-certified Private Wealth Advisor at Ameriprise Financial Services in Fitchburg, Wisconsin, specializing in comprehensive financial planning for individuals and families. With credentials including CRPC, APMA, and multiple advanced certifications in estate planning, investment management, and wealth management, he provides personalized guidance on retirement planning, investment strategies, tax planning, and estate planning. Krueger's depth of expertise across life insurance, annuities, and behavioral finance makes him well-equipped to address complex financial situations for high-net-worth clients and those planning major life transitions.
Ideal for: High-net-worth individuals, Retirees and pre-retirees, Small business owners, Families with special financial circumstances (divorce, special needs, estate transfer)
Service area: Fitchburg, Wisconsin and surrounding Madison area
CFP Certified with Advanced Credentials: Jason holds CFP certification plus specialized designations in estate planning (AEP), investment management (CIMA, APMA), and behavioral finance, demonstrating commitment to comprehensive wealth planning standards.
Ameriprise Backing and Resources: As an Ameriprise Financial advisor, he provides access to a major firm's research, investment products, and institutional support while maintaining personalized client relationships.
Specialized Planning Expertise: Credentials in divorce financial analysis, special needs planning, and exit planning for business owners show capacity to handle complex, life-event-driven financial situations beyond standard investment advice.
Address: 2923 Marketplace Dr Ste 100, Fitchburg, WI 53719
Phone: (608) 733-3690
Website: ameripriseadvisors.com
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