Advisor profile


My approach

Jason Krueger - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jason Krueger - My approach photo

Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Tax Planning Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Personal Finance, Univeristy of Wisconsin - Madison

Interests

  • Spending time with my family, including my wife Meagan, our daughter Avery and our two little yorkies: Cooper & Toby. I strive to be the best husband and father I can be.
  • Being kind and considerate to others.
  • Working with my hands; woodworking, fixing things and making things better than when I found them.
  • Enjoying the Madison, WI area.

Community participation

  • River Food Pantry of Madison, Wisconsin volunteer
  • Dane County Habitat for Humanity volunteer
  • Second Harvest Food Bank of Southern Wisconsin volunteer
  • Oregon School District Volunteer

Professional associations