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Wealth Distribution Strategies

4.0 (3 reviews)
Open • 8:00 am - 5:00 pm

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Jason Krueger - Ameriprise Financial Services - 2923 Marketplace Drive

Jason Krueger - Ameriprise Financial Services

(5 reviews)

Jason and his colleague, Allison, were both incredibly helpful and incredibly kind to my wife and…read moreme. They spent a couple of hours meeting with me over the course of a few weeks, helped me with a specific tax issue I had, and assessed my financial situation. After all of this time, they determined they were not confident that they would provide enough value at this time in my life and recommended (despite all of the free advice they'd already given me) that I not sign up with them just yet. We discussed when that time might be right, so I will eventually be back. I'm almost certain to be a client for life, despite not even being a client yet. This is how business should be done.

I was referred to Jason Krueger by a friend, who raved about him. Having worked with him for a few…read moremonths now, I feel very comfortable recommending him strongly as a thoughtful, attentive, detail-oriented financial advisor who is not only professional and sharp but also very enjoyable to work with. Jason clearly cares about his work. He is a great listener; he deftly explains complex fiscal concepts; he checks in to make sure everyone in the room is on the same page. Jason creates a low-pressure, high-information environment for his clients, so he can help them make the best decisions for themselves and their families. We are really excited to have found him to help our family navigate our financial landscape.

WisMed Financial

WisMed Financial

(1 review)

I can recommend this financial resource without reservation. In fact, as a physician in practice…read morefor over 30 years, I can honestly say that Mr Ziety's services were the single most useful membership benefit I derived from the Wisconsin State Medical Society. The financial landscape facing a physician can be a challenging one, a river with many currents each of which could have profound impacts on the optimization and safety of one's financial security. Mark walked us through this confusing minefield in a logical, thoughtful, and impactful way. He did so while being very patient with our many questions and, frankly, our anxiety. It is obvious he has a deep and powerful understanding of the laws, rules, and implications of investment, taxation, and management choices. Many of his recommendations were IMMEDIATELY actionable and saved us 10's of thousands of dollars. I would, and do, recommend Mr. Ziety to all my physician colleagues, (especially my younger ones...I wish I would have engaged WisMed Finacial many years ago). But if you are nearing retirement and have developed a significant portfolio, it is perhaps even more important to bring order and efficiency to the fruits of your years of labor and seek the professional expertise of someone with Mr. Ziety's skillset. Because it is important to consider, I found WisMED's managements costs to reasonable, especially when compared to the industry at large (I did my due diligence by exploring many of them and their cost structures). I believe it to be a good value proposition. It is obvious that Mr. Ziety has a profound understanding of the issues at play for high net worth individuals, takes his fiduciary responsibilities seriously, and brings integrity to his workplace. I recommend without reservation.

From the owner: Join other physicians who are turning their concerns about debt, investing, and retirement into a…read morefeeling of financial wellbeing and clarity.

Wealth Distribution Strategies - financialadvising - Updated October 2026

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