Oak Tree Financial Services - Brookfield, WI: Ameriprise

Personalized, goal-based advice to help you feel more confident about your financial future. Oak Tree Financial Services is a Brookfield-based Ameriprise advisory firm proudly serving Southeastern Wisconsin and beyond. Founded in 2009, our mission is...

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