Advisor photo for Jason Krueger

Jason Krueger


Private Wealth Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized 1:1 advice

    Let's talk about your unique journey. As your Madison, WI financial advisor, I can help guide you.

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  • Connect with me

    Get in touch for a complimentary visit; on the phone, virtually or in-person in our Madison office.

  • How I work

    I provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Going beyond the numbers

What drives you or keeps you up at night? I've learned as a Private Wealth Advisor that it's different for everyone.

If you're like most of our families, you want to find an advisor who is not only competent, but with whom you can feel comfortable enough to discuss money, security and the values and principles underlying the critical financial decisions begging for your attention- whether it's understanding your equity compensation including incentive stock options (ISO), employee stock purchase plans (ESPP) and restricted stock units (RSU), implementing tax efficient strategies, retiring the way you want, investing an inheritance, making smart investments or anything else.

With the 1:1 guidance I offer as a Madison, WI financial advisor and Certified Financial Planner Professional (CFP®), I believe I can help with the many curveballs and windfalls of life. With me as your financial navigator, I can help you feel more confident and in control of your finances.

Let me be your guide.

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Focus your vision

Are your finances as a whole headed in the right direction?

As a Madison, WI Financial Advisor that holds a Certified Financial Planner (CFP®) designation and specializing in equity compensation and life transitions, I can help you prioritize where you put your energy first to make the largest impact towards what’s important to you.

My process will help you be more confident in the financial decisions you make and your future.

Financial planning has evolved and is as much about the person or family as it is about building and protecting wealth. I understand this and, in most cases, clients become not only clients - but friends.

When done right, financial planning should be a healing process that reduces stress.