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Our financial advice team


Shannon Lutze, Private Wealth Advisor serving the Brookfield, WI area - Ameriprise Advisors

Shannon Lutze

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Zoetic Wealth Management
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 35 reviews

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
  • Investments
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Wisconsin Whitewater, BBA Finance, 1999

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Forbes Top Women Wealth Advisors, 2020
  • Five Star Wealth Manager, 2013-2017, 2019-2022
  • Ameriprise Circle of Success, 2002 – 2004, 2011, 2016 – 2019, 2020-2021, 2023
  • Ameriprise Circle of Success Diamond Ring, 2023

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.

Community participation

Feeding America

Interests

Russian Kettlebell Challenge (RKC) Certification in September 2011, enjoy working out with kettlebells 3-4 times a week

Mountain Biking - raced in Wisconsin Off Road Series (WORS) during college, now ride for leisure

Scuba Diving - Level 2 certification in 2012 - dive trips so far: Isla Mujeres, St. Martin and Kauai

Hiking - climbed Mount Kilimanjaro in 2017

Travel - love Caribbean vacations - have been to: Cayman Islands, Turks and Caicos, Aruba, St. Martin, Barbados, Bahamas, Dominican Republic, Isla Mujeres, Cancun, Rivera Maya, Ecuador, The Galapagos Islands, Tanzania, Mount Kilimanjaro, St. John's, Portugal, Italy, Kauai and Key West