Oak Tree Financial Services - Brookfield, WI: Ameriprise

Oak Tree Financial Services: An Ameriprise advisory practice serving the Brookfield, WI area.

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Your financial priorities

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

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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How stocks may react to a potential government shutdown September 18, 2023 Read more

Will tech stocks continue to lead the market? September 18, 2023 Read more

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Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement^® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — so you can live the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.

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5 ways to navigate higher debt costs

5 ways to navigate higher debt costs

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment. (2:43)

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

Exceptional Client Satisfaction

Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions^SM annuity help give you the confidence to stay invested. (1:33)