Financial Planner, Investment Advisor

Oak Tree Financial Services - Brookfield, WI: Ameriprise

Name: Oak Tree Financial Services - Brookfield, WI: Ameriprise
Address: 13555 Bishops Ct, Ste 255, Brookfield, WI, 53005-6223, USA

Unclaimed Listing

13555 Bishops Ct, Ste 255 , 53005-6223 Brookfield, WI (USA)

Call: 262-649-9202 Call: 800-757-6837 Call: 262-200-0493 Send Email

About Oak Tree Financial Services - Brookfield, WI: Ameriprise

Main Phone: 262-649-9202

Toll-Free: 800-757-6837

Fax: 262-200-0493

Website: https://www.ameripriseadvisors.com/team/oak-tree-financial-services/

Email: [email protected]

Oak Tree Financial Services is a Brookfield-based Ameriprise advisory firm proudly serving Southeastern Wisconsin and beyond. Founded in 2009, our mission is to provide personalized investment and financial planning services built on independence, integrity, and trust. Our advisors offer expertise in retirement planning, portfolio management, estate and tax strategies, college savings, and insurance planning. We take time to understand your goals, risk tolerance, and financial timeline—then craft custom strategies designed to help grow and protect your wealth. We're not driven by shareholders—we answer to you.

Business Hours: Monday-Friday 08:00–17:00

Payment Options: Percentage of assets under management (AUM), Hourly or consulting fee for financial planning, Fixed or flat fee for defined projects, Commissions or transaction-based fees on certain investment products, Direct deductions from investment accounts, ACH / electronic bank transfers, Checks

Contact Person: Brad Olson

Opening date: July 2009

Language: English

Facebook: https://www.facebook.com/bradotfs

LinkedIn: https://www.linkedin.com/in/brad-olson-1202ba181/

Tagline: Personalized, goal-based advice to help you feel more confident about your financial future.