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Our financial advice team


Shannon Anderson, Financial Advisor serving the Fitchburg, WI area - Ameriprise Advisors

Shannon Anderson

CFP®, ADPA, APMA

Financial Advisor

Eventus Wealth Advisors
25
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
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Sustainable and Responsible Investing
  • Estate Planning Strategies

Qualifications

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

Education

  • B.S. Accounting, Marquette University, Milwaukee, WI.

Awards & recognition

  • Eventus Wealth Advisors, Ameriprise Client Experience Award, 2021-2023
  • Eventus Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Interests

  • My community is important to me, and I have served on numerous non-profit boards.
  • I have three dogs (Sam, Finn, and Tula), two cats (Dolly and Loretta), and two guinea pigs (Frisbee and Tater Tot).
  • I enjoy spending time with family and friends, including my very active nieces and nephews.
  • I love to travel and enjoy live music and theater.
  • I like participating in sports and a few unique highlights include playing football, racing motorcycles, and competing in an off-road triathlon.