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Business Profile

Investment Advisory Services

Oak Tree Financial Services - Brookfield, WI: Ameriprise
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BBB Accredited BusinessA+Rated by BBB
Visit Website(262) 649-9202Email BusinessWrite a Review

About

Overview

Oak Tree Financial Services - Brookfield, WI: Ameriprise

13555 Bishops Ct Ste 255

Brookfield, WI 53005-6223

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Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM

BBB Accreditation & Rating

Oak Tree Financial Services - Brookfield, WI: Ameriprise is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Oak Tree Financial Services, located in Brookfield, WI, serves all of Wisconsin, and many other states, with special focus on Southeastern Wisconsin. OTFS is an investment management and advisory firm. Services include investment management and counseling, retirement planning, estate planning, tax planning, college savings plans, insurance and financial/cash flow planning. 

BBB Accredited Since: 12/17/2020

Years in Business: 16

Products and Services

Financial planning, Wealth and asset management, Long-term care and estate planning, Insurance and tax planning

Photos and Videos

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Business Details

Local BBB:
BBB Serving Wisconsin
BBB File Opened:
9/8/2010
Business Started:
7/27/2009
Business Started Locally:
7/27/2009
Business Management:
Brad Olson, President/Founder
Nelson Weine, Financial Advisor
Alfred Hickey, Financial Advisor
Margaret Schumacher, Client Service Specialist
Andy C. Smith, Marketing Manager, Office Manager
David Wahl, Paraplanner

Additional Contact Information

Principal Contacts
Brad Olson, President/Founder
Andy C. Smith, Marketing Manager, Office Manager
Customer Contacts
Andy C. Smith, Marketing Manager, Office Manager
Fax numbers
Primary Fax: (262) 200-0493
Additional Phone Numbers
Other Phone: (262) 755-1442
Additional Email Addresses
Primary: Email this Business
Additional Websites
yellowpages.com/brookfiel...
maps.app.goo.gl/ftEvpep1J...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Investment Advisory Services, Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Health Insurance, Financial Consultants, Investment Management, Estate Planning and Management, Investment Security, Long Term Care Insurance, Annuities, Disability Insurance, Investment Seminars, Financial Planning Kits, College Savings Plans, Asset Management

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