Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.

Paramount Financial Strategies A financial advisory practice of Ameriprise Financial Services, LLC

Home
About
Insights
- Back
  Insights
- Market and economic insights
- Financial goals and priorities
Resources
Contact
Visit ameriprise.com

Visit ameriprise.com
Log In

Our financial advice team

Elise Petty

Financial Advisor

Financial Planning Specialist

Paramount Financial Strategies

Elise.Petty@ampf.com

PHONE

262.269.1320

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

Areas of focus

Retirement Planning Strategies
Women's Financial Strategies
Consulting on potential benefits and risks of IRA rollovers

Newsletter sign up

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.

Newsletter sign up

Thank you for your interest in my newsletters. Enter your information below and select the newsletters you’d like to receive.

First Name

Last Name

Phone

Monthly newsletters

Markets & Economy: Insights on market conditions and trends.

Required

Have you previously opted out of email marketing messages?

If you have previously chosen to opt out of email marketing messages from Ameriprise Financial, you won’t receive these newsletters. If this applies to you, visit the Email Marketing Preferences page to change your settings, then submit this form.

At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you.

Your request has been submitted successfully.

Thank you

Thank you for signing up for my newsletter.

You have requested to receive the newsletter(s) selected. Please note that it may be four to eight weeks before you receive your first issue.

If you’re not already an Ameriprise client, take the next step toward a more confident financial future by setting up a complimentary initial consultation.

Request a consultation

Your message was not sent.

Share on:

Email
Text message
Facebook
LinkedIn
X

This offer is valid only in the United States.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

corporate entities and important disclosures | terms of use | privacy and security center | about email fraud | online security guarantee

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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.

Connect with us

262.269.1299

Email us

Office Locations

Locations

View more location details.

Oconomowoc
121 Saint Paul St
Oconomowoc WI, 53066-3088

Madison
1110 Fourier Dr Ste 100
Madison WI, 53717-1949

Janesville
101 E Milwaukee St Ste 201
Janesville WI, 53545-3030

Elise Petty 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.

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
An Associate with an Ameriprise Financial Franchise
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

More...

Ameriprise.com
Corporate and important disclosures
Client Relationship Summary
Terms of use
Privacy, security and fraud center
About email fraud
Do Not Sell or Share My Personal Data
Site map

Get the free Ameriprise App

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

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.

© 2005-2025 Ameriprise Financial, Inc. All rights reserved.

Request a complimentary initial consultation

Contact Elise Petty

Let's meet to discuss what's most important to you.

First Name

Last Name

Mobile Phone (optional)

Please do not submit account or other confidential information via this form.

How can I help you (optional)? Max 250 characters.

Share on:

Email
Text message
Facebook
LinkedIn
X

Your request has been successfully submitted.

Thank you for reaching out!

I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.

Elise Petty
Financial Advisor

Your message was not sent.

I look forward to helping you achieve your financial goals. Prepare for our meeting

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

This offer is only valid in the United States.

corporate entities and important disclosures | terms of use | privacy and security center | about email fraud

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

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

Introduce me

I appreciate the opportunity to help your friends or family members achieve their financial goals.

Your friend's information

All fields are required.

First Name

Last Name

Confirm Email

Your information

All fields are required.

First Name

Last Name

When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.

Share on:

Email
Text message
Facebook
LinkedIn
X

Your request has been successfully submitted.

Thank you for referring me!

Your referral will hear from me soon. Feel free to let them know in advance that I will be reaching out.

Elise Petty
Financial Advisor

Your message was not sent.

Do you have other connections who may benefit from working with me? Refer another contact

Ameriprise Financial cannot guarantee future financial results.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Share on:

Email
Text message
Facebook
LinkedIn
X