Jeffrey R Petrus CFP - Ameriprise Financial Advisor

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

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This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/23/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/22/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/21/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
05/16/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

05/14/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

While broader economic indicators remain stable, concerns over everyday affordability are rising among Americans. How wi...
04/18/2026

While broader economic indicators remain stable, concerns over everyday affordability are rising among Americans. How will the current Middle East conflict impact consumer sentiment now and in the coming months? Read more in this report from the Ameriprise Investment Research Group.

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Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your ...
04/17/2026

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your focus on long-term goals. Let’s talk.

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident i...
04/11/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

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

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