Michael LeFever | Financial Advisor | Iowa City, IA | U.S. Bancorp Wealth Management

Michael LeFever

CFP professional®
Wealth Management Advisor
U.S. Bancorp Investments

319.356.9019

Primary Office
204 East Washington Street
Iowa City, IA 52240
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About Me

It is my pleasure to serve the financial needs of people in the Iowa City, North Liberty, Coralville, West Branch, Williamsburg, Amana and Washington areas. I started in the financial industry in 2000. I hold a Bachelor of Business Administration degree in finance from the University of Iowa. Arkansas Insurance Producer License Number 7636955.

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.

Outside of work I spend my time serving in my church. In my free time, I like golfing, reading and spending time with friends and family.

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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.