Jason Krueger, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Jason Krueger

CFP®, CRPC®, APMA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
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.

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  • Get to know me

    I have a passion for helping others achieve what is important to them. Learn more about who I am.

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

It's about more than numbers and money

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

It's important I truly get to know you and what is on your mind - whether it's understanding your equity compensation including incentive stock options and restricted stock units, saving for college, retiring the way you want, small business retirement plans, inheritance, making smart investments or anything else.

With the personalized guidance I offer as a Madison, WI financial advisor and Certified Financial Planner, I believe I can help with the many curveballs and windfalls of life. With me as your navigator, you can feel more confident and in control of your financial path.

Let me be your guide.

Find your balance

Modern personal finances can be complex and overwhelming. "How do you eat an elephant?" One bite at a time.

As your Madison, WI Financial Advisor that holds a Certified Financial Planner designation and specializing in equity compensation, I can help you prioritize what you should focus your energy on first.

Together we’ll focus on finding the right balance for you of living for today and preparing for tomorrow.

My videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)