Shannon M. Lutze,  CFP<sup>&reg;</sup> - Financial Advisor

Shannon M. Lutze, CFP®


Financial Advisor

Ameriprise Financial Services, Inc.

740 Pilgrim Parkway, Suite 204
Elm Grove, WI 53122
(262) 784-9000 CONNECT WITH Shannon
  • facebook link
  • linkedin link


Shannon Lutze is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Elm Grove, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • Other - Chartered Retirement Planning Councelor (CRPC)

Insurance Licenses

  • Life insurance: AR, AZ, CO, FL, IL, MI, MN, TX, WI
  • Health/disability insurance: AR, CO, FL, IL, MI, TX, WI
  • Variable annuities: AR, AX, CO, FL, MI, MN, WI

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

An Ameriprise Financial Franchise.  Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia Management ® products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Women's Finances


Helpful Financial Planning Resources