Advisor profile


My approach

Jason Kraemer - My approach photo

What you can expect when you work with me

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 Kraemer - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS, Business Administration, University of Wisconsin Stevens Point 2002

Interests

I enjoy spending time with my wife Leigh and our children Evalee and Emmett. I also enjoy the outdoors and get out hunting, fishing and golfing when time allows. You may even find us boating on the Wisconsin River on a sunny afternoon.

Community participation

My wife and I enjoy spending time helping to develop and support our community. We participated in the Lake Pacawa 5k this year and have been participating in the Swing Against Cancer for the last 4 years.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2021
  • Ameriprise Circle of Success, 2017-2020

Honored to be recognized in Forbes

I'm proud to announce that I'm one of Forbes Best-in-State Wealth Advisors for 2020-2021. The list spotlights top advisors across the U.S., and I'm honored that Forbes chose to recognize me -Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I'd like to thank my hard-working team and our loyal clients for making this recognition possible!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.