Gregory Timmerman | Financial Advisor | Dubuque, IA | U.S. Bancorp Wealth Management

Greg Timmerman

Wealth Management Advisor
U.S. Bancorp Investments

563.589.2291

Primary Office
270 West 7th Street
Dubuque, IA 52001

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About Me

It is my pleasure to serve the financial needs of people in the Dubuque, Iowa and Galena, Illinois areas. I started in the financial industry in 1997 and I hold a Bachelor of Science degree in financial management from the University of North Dakota in Grand Forks, North Dakota.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy fishing, hunting and mentoring youth hunters.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.