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Our financial advice team


Jeffrey Hartzell, Financial Advisor serving the Warrenville, IL area - Ameriprise Advisors

Jeffrey Hartzell

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Ascent Financial Partners
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • North Central College-Bachelor of Science-Entrepreneurship & Small Business Management-Naperville IL

Awards & recognition

  • Ascent Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Five Star Wealth Manager, 2023-2024
  • Ascent Financial Partners, Ameriprise Client Experience Award, 2020-2022

Community participation

Volunteer at Northern Illinois Food Bank in Geneva Illinois

Interests

Jeff is a former collegiate athlete from North Central College where he competed in Football and Track & Field. These days, when he’s not in the office, he's usually hanging out with his wife, Alex, and their two kids, Henry and Colette. He’s into concerts, sports, and occasionally gets competitive over a game of chess. With a sharp, analytical mind, Jeff brings a thoughtful and energetic approach to everything he does.