Skip to main content

Our financial advice team


Bryan J Althouse, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Bryan J Althouse

CFP®, BFA, APMA, CEPA®

Financial Advisor

Capital Wealth Advisory Group
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Cash Flow Management Strategies
  • Small Business
  • Charitable Giving
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®
  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident, & Health

Education

  • • B.A. Biology, Lawrence University, 2008
  • •M.S. Freshwater and Marine Science, University of Wisconsin-Madison, 2013

Awards & recognition

  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2022, 2023
  • Capital Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024

Interests

  • Spending time with my wife Margaret, our three kids Olin, Aurora, and Josie, and of course our friends and family.
  • I absolutely love to cook!
  • Spending time outdoors, especially in the forests of Northern Wisconsin
  • I was born and raised in Wisconsin, so of course I enjoy watching the Packers, Badgers, Brewers and Bucks!
  • Listening to music (folk, jazz, bluegrass and musicals). Mumford and Sons and Bill Evans are some of my favorite musicians and The Greatest Showman is my favorite musical
  • Roasting my own coffee (yup, I do that)
  • Helping raise money for charities especially those centered around battling cancer and diabetes.