Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Brookfield, WI area, Shannon Lutze will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Who is Shannon Lutze and what services does she offer?
Shannon Lutze is a Private Wealth Advisor at Ameriprise Financial Services, LLC, offering financial planning, investment services, retirement income strategies, and women's financial strategies.
Where is Shannon Lutze's office located?
Her office is located at 18200 W Capitol Dr, Ste 203, Brookfield, WI 53045, United States.
How can I contact Shannon Lutze for financial advice?
You can contact her by phone at +1 262-784-9000 or email at shannon.m.lutze@ampf.com.
Does Shannon Lutze offer online appointments?
Yes, Shannon Lutze offers online appointments as well as onsite services.
What professional certifications does Shannon Lutze have?
She holds CFP (Certified Financial Planner) and CRPC (Chartered Retirement Planning Counselor) designations.
What languages does Shannon Lutze speak?
She speaks English.
Is there a website where I can learn more about Shannon Lutze's financial advisory services?
Yes, more information is available at her Ameriprise advisor page: https://www.ameripriseadvisors.com/team/zoetic-wealth-management/financial-advice-team/shannon.m.lutze/
What nearby dining options are available around Shannon Lutze’s office?
Nearby you can find dining options such as Mr. B's - A Bartolotta Steakhouse, Maxim's Restaurant, Cakes By Gloria, Janey Café, and Loaf and Jugs of America, great places to visit before or after your appointment.
Are there banks near Shannon Lutze's office if I need banking services?
Yes, Bank Five Nine and Waukesha State Bank are located nearby for your banking needs.
What healthcare facilities are near Shannon Lutze's office?
Nearby healthcare providers include Ramagopal J. Tumuluri, MD (cardiologist), SAAK Health medical center, Womens Center for Incontinence & Pelvic Health, The Holtebeck Eye Center, Steinbach Dental, Sumana Koduri, MD (women's health), and Priya Asija MD.