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Our financial advice team


Shannon Lutze Ameriprise Financial Advisor

Shannon Lutze

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Zoetic Wealth Management
21
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 48 reviews

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

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Retirement Income Strategies

Interests

Russian Kettlebell Challenge (RKC) Certification in September 2011, enjoy working out with kettlebells 3-4 times a week.

Mountain Biking - raced in Wisconsin Off Road Series (WORS) during college, now ride for leisure.

Scuba Diving - Level 2 certification in 2012 - dive trips so far: Isla Mujeres, St. Martin and Kauai

Travel - love Caribbean vacations - have been to: Cayman Islands, Turks and Caicos, Aruba, St. Martin, Barbados, Bahamas, Dominican Republic, Isla Mujeres, Cancun, Rivera Maya, Ecuador, The Galapagos Islands, Tanzania and Mount Kilimanjaro.

Community participation

Feeding America

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2019
  • Five Star Wealth Manager, 2013-2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Wisconsin Whitewater, BBA Finance, 1999
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