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Shannon Lutze, Private Wealth Advisor serving the Brookfield, WI area - Ameriprise Advisors

Shannon Lutze

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Zoetic Wealth Management
23
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 46 reviews

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
  • 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

Hiking - climbed Mount Kilimanjaro in 2017

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, Mount Kilimanjaro, St. John's, Portugal, Italy, Kauai and Key West

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Top Women Wealth Advisors, 2020
  • Five Star Wealth Manager, 2013-2017, 2019-2022
  • Ameriprise Circle of Success, 2002 – 2004, 2011, 2016 – 2019, 2020-2021

Qualifications

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

Education

  • University of Wisconsin Whitewater, BBA Finance, 1999

Community participation

Feeding America