Ameriprise Financial Services, LLC | Women of Distinction 2022

Women of Distinction 2022: Ameriprise Financial Services, LLC

This special section features some of our city’s most accomplished female leaders. These women represent a wide range of fields, from finance and education to hospitality, beauty and more. Join us in saluting them in our fourth annual Women of Distinction section!

Lindsey Kreske, CFP, MBA Financial Advisor at Ameriprise Financial Services, LLC; Photo by Boutique Photographer Linda Smallpage

CLICK HERE TO MEET MORE OF THIS YEAR’S WOMEN OF DISTINCTION

Lindsey Kreske joined Ameriprise Financial Services, LLC fresh out of Marquette University as a financial advisor. In her more than 15 years since, Kreske has specialized in retirement planning. “The most rewarding part of my work is to see my clients meet their goals and get to enjoy their retirement,” Kreske says. In 2012, she returned to school and received a master’s in business administration from Carroll University. Outside of her work, she’s completed 39 marathons in 26 states since 2009, and plans to run one in every state. 

“To be an effective financial advisor, you have to be honest.” 

 

-Lindsey Kreske

Q&A

What brought you to Ameriprise?

They hired me out of college. I appreciate the support they have for every area of financial planning. I specialize in retirement planning, transitioning from work into retirement and building off an income stream. A lot of people don’t consider inflation when planning for retirement. 

What do you find most rewarding about your work?

Seeing my clients reach their goals, and watching them enjoy their retirement. 

What advice do you have for women interested in pursuing a career in finance?

Maintain connections as you move forward in life. And be honest. To be an effective financial advisor, you have to be honest. 


Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.


 

This story is part of Milwaukee Magazine’s November issue.

Find it on newsstands or buy a copy at milwaukeemag.com/shop

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