13555 Bishops Ct, Ste 255 , Brookfield, Wisconsin, 53005, United States
Phone: 262-649-9202
Fax: 262-200-0493
http://www.ameripriseadvisors.com/team/oak-tree-financial-services
Email Oak Tree Financial Services - Brookfield, WI: Ameriprise
Established July 2009
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.
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- Sunday
- Closed
- Monday
- 8:00 am - 5:00 pm
- Tuesday
- 8:00 am - 5:00 pm
- Wednesday
- 8:00 am - 5:00 pm
- Thursday
- 8:00 am - 5:00 pm
- Friday
- 8:00 am - 5:00 pm
- Saturday
- Closed
- Cheque
Other Payment Methods:
Percentage of assets under management (AUM), Hourly or consulting fee for financial planning, Fixed or flat fee for defined projects, Commissions or transaction-based fees on certain investment products, Direct deductions from investment accounts, ACH / electronic bank transfers
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