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Our financial advice team


Jason Krueger, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Jason Krueger

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Eventus Wealth Advisors
15
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 24 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

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

Education

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

Awards & recognition

  • Eventus Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Better Business Bureau Accredited, 2020, 2021, 2022

Professional associations

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 of Madison, Wisconsin volunteer
  • Dane County Habitat for Humanity volunteer
  • Second Harvest Food Bank of Southern Wisconsin volunteer
  • EAGLE School volunteer

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 mindless things to allow me to think, woodworking/making things with my hands and track riding motorcycles.