Jeffrey R Petrus CFP - Ameriprise Financial Advisor

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Jeffrey R Petrus CFP - Ameriprise Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC

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Brewers are officially World Series bound! This is a reminder that iconic organizations aren't built overnight. They're ...
10/16/2026

Brewers are officially World Series bound! This is a reminder that iconic organizations aren't built overnight. They're built through years of perseverance, commitment to excellence, and a relentless focus on the people who support them.

The same can be said for Ameriprise. Strong brands are built over time through trust, consistency, and a dedication to helping others achieve their goals. Whether it's pursuing a championship on the field or helping clients pursue financial confidence, success comes from staying focused on the long game.

Here's to iconic teams, iconic companies, and the value of showing up every day with a commitment to excellence.

Go Brew Crew!!!

One thing I've learned working with families and investors:Money is rarely about money.It's about security. It's about o...
10/14/2026

One thing I've learned working with families and investors:
Money is rarely about money.
It's about security. It's about opportunities for children. It's about freedom. It's about having choices.
Financial planning is really life planning.
What's one thing financial security means to you?

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/10/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/09/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

10/01/2026

Doing the right thing for clients is always the right choice.

Today, on International Day of Peace, I'm reminded that true wealth isn't just measured by dollars and cents. Financial ...
09/21/2026

Today, on International Day of Peace, I'm reminded that true wealth isn't just measured by dollars and cents. Financial confidence, security, and peace of mind are some of the greatest gifts we can create for ourselves and our families.

This International Day of Peace, take a moment to reflect on what brings you peace of mind, both personally and financially.

Great companies don't happen by accident.Ameriprise Financial was named one of Newsweek's America's Greatest Companies o...
09/10/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matc...
09/05/2026

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matched, every $1 donated can help provide 20 meals to individuals and families experiencing hunger.* When we all work together, we can end hunger. To learn more, visit https://bit.ly/42zu63a.

*Feeding America secures at least 10 meals per $1 donated on behalf of local partner food banks.

Across the country, millions of people are working hard to carefully budget and save. Yet, families are still feeling th...
09/04/2026

Across the country, millions of people are working hard to carefully budget and save. Yet, families are still feeling the pressures of the growing cost of food alongside other essentials like health care and housing. Ending hunger is a group effort. Join us and Feeding America in helping to ensure everyone has access to the food they need to thrive. Now through October 31, Ameriprise is matching donations to Feeding America up to $250,000. To learn more, visit www.feedingamerica.org/ameriprise.

Address

175 N Patrick Boulevard Suite 100
Brookfield, WI
53045

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12626414100

Website

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