Brookfield, WI N Patrick Blvd Office

Brandon Andreasen is a financial advisor with Ameriprise who holds a Series 66 designation and has nine years of industry experience. He has been with Ameriprise Financial Services since 2016. Andreasen serves on the Board of Directors for the Zoological Society of Milwaukee Associate Board. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing annual advice.

Ethan Hanrahan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Byline Bank and Menards. His earlier career includes roles at the University of Wisconsin - La Crosse and the Waterford School District. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized recommendations through a centralized consulting team.

Shane Mc Cauley is a financial advisor with Ameriprise in Muskego, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling to deliver written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jeffrey Petrus is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Dana Felton is a CFP® with 24 years of experience in the financial services industry. She has been with Ameriprise since 2005, including her current role at the firm since 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ian Bigott is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior work includes positions at WEA Investment Services, Bankers' Bank, and Northwestern Mutual. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware strategies.