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Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial advisor in Brookfield, WI

Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC is a financial advisor at 18200 W Capitol Dr Ste 203, Brookfield, WI 53045, ranked #11 of 30 wealth managers in Brookfield and rated 5.0 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Brookfield, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 784-9000Website ↗

Key facts

Key facts about Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC
Address18200 W Capitol Dr Ste 203, Brookfield, WI 53045Get directions
Phone(262) 784-9000
Websiteameripriseadvisors.com
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Brookfield and 11 towns within 25 miles: Sussex, Menomonee Falls, Wauwatosa, Waukesha, New Berlin, West Allis, Germantown, Brown Deer, Mequon, Glendale and Greenfield.

Based in Brookfield, WIView on map

Questions about Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC

How is Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC ranked in Brookfield?

Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC is ranked #11 of 30 wealth managers in Brookfield by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC serve?

Serves Brookfield and 11 towns within 25 miles: Sussex, Menomonee Falls, Wauwatosa, Waukesha, New Berlin, West Allis, Germantown, Brown Deer, Mequon, Glendale and Greenfield. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC?

Call Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC on (262) 784-9000. The business is at 18200 W Capitol Dr Ste 203, Brookfield, WI 53045. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC (this business)—635.0 (4)——
Annex Wealth Management#9633.8 (9)NoNo4.3 mi
Merritt Wealth & Retirement Advisors of Raymond James#10635.0 (7)NoNo4.3 mi
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