Skip to main content

Our financial advice team


Allison Sperindeo, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Allison Sperindeo

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Summit Ridge Wealth Management
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 9 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BBA, Marketing, University of Wisconsin-Milwaukee

Awards & recognition

  • Five Star Wealth Manager, 2023 - 2024

Interests

  • I enjoy participating in 5k's with family and friends. Especially up north in Door County where I was born and raised.
  • I love to travel and have been to Germany, Switzerland, Spain, Mexico, Hawaii, St. Lucia, London, Italy, and Ireland.
  • Getting a good workout in at Orangetheory.
  • Spending time with my family and friends.
  • Getting outdoors as much as I possibly can during the summer months.
  • Reading
  • Camping