Upcoming events

Fall Back into Zoetic - Charity Drive-in/Drop-off Event!

  • Zoetic Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Charity Drive-in/Drop-off Event

As we welcome the season of thanks, we invite you to stop by and see us as we gather to support 2 organizations - Feeding America and The Ronald McDonald House of Eastern Wisconsin.

Drive in, stay in your car, “say” hi to the team as we’ll be at outdoor stations, serving tasty treats.

We’ll be collecting items of need for The Ronald McDonald House such as: individually wrapped salty snacks, board books for toddlers, $10 gift cards to Amazon, Target, McDonald’s or Starbucks.

You may also drop off items for Feeding America. They are in need of nutritious, sustainable foods such as: peanut butter, protein bars, pasta, rice, canned meats, fruits and vegetables.

If you would like to be part of this event from your home, you can make donations online by visiting:

Donations to Feeding America or

Donations to the 2020 Ronald Mc Donald House

For more information: email us at teresa.cluka@ampf.com

There is no cost or obligation.

The Compass is a trademark of Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

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Past events

Shred, Tech & Textile Recycling/Food Drive

  • Shannon M. Lutze, Private Wealth Advisor

*In an abundance of caution, please plan on staying in your vehicles for this event. Team members will unload your vehicle and will be in masks and gloves. Also, if you have any electronic items that have an additional charge, please have cash ready and team members will hand it in to vendor on site.

ProShred Security - Will be handling document destruction

cimco resources, inc - Will be onsite to collect any electronics you may want to discard. Including: Tablets, laptops, cameras, cell phones, DVD/VCR players, stereos, game consoles, printers, computers, batteries, etc.…

There are fees to recycle certain items:

$20 for TV’s below 32”

$15 for square monitors

$10 for hard drives

Better Earth Textile Recycling - Will have bins onsite for textile recycling. Items- not accepted are costumes, fabric, pet beds, pillows of any kind, stuffed animals or toys and/or window treatments. Shoes must be in pairs, not muddy, torn, ripped, missing laces, moldy, cracked, broken or over2.5 inches.

Feeding America Eastern Wisconsin - We’ll be collecting sustainable meal items for those in need. Ex: oatmeal, protein bars, pasta and sauce (plastic jars only), meal helpers, mac n cheese, peanut butter, soup, rice, canned meat, vegetables or fruit and bottled water are desired. With the great demand, donated food is vital to sustain this organization and the community it serves.

*This will replace our June, Day of Service Event.

There is no cost or obligation for this event with the exception of fees listed above.

Fees will be collected by the respective recycling vendor for any items recycled at any additional cost

Ameriprise Financial is not affiliated with CIMCO Resources, Inc., ProShred Security, Better Earth Textile Recycling, Inc or Feeding America of Eastern Wisconsin.

Certified Financial Board of Standards Inc.owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This Ameriprise practice is located at 740 Pilgrim Parkway, Ste. 204, Elm Grove, WI 53122.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved