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Our financial advice team


Jason Krueger

Jason Krueger

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Eventus Wealth Advisors
14
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 32 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Small Business
  • Business Retirement Plans
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning

Interests

I consider myself an ‘ideas person’. I enjoy brainstorming, both personally and professionally. All ideas are worth putting on the board to see what sticks and what doesn’t; you won’t know until you try. I believe in progress, not perfection.

I feel my strengths include creativity, problem solving, listening instead of waiting for my turn to talk, having empathy and overall trying my best to be a good person.

With my free-time, I enjoy getting up early when the world is still sleeping to walk the dogs and exercise, doing chores and mindless things to allow me to think, fixing things and woodworking/making things with my hands.

Qualifications

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

Education

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

Professional associations

Newsletter

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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