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Our financial advice team


Allison O'Connor, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Allison O'Connor

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Compelling Wealth Advisors
7
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

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Saving for Education
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

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

  • River Food Pantry volunteer
  • Dane County Habitat for Humanity volunteer
  • Dane County Humane Society volunteer
  • Green Madison

Interests

  • Playing soccer around Madison
  • USTA Tennis
  • Yoga
  • Traveling near and far
  • Spending time with family and friends around Madison