Kimberly Boelter | Private Banker | Billings, MT | U.S. Bancorp Wealth Management

Kim Boelter

Wealth Management Banker
U.S.Bank

406.657.8016

Primary Office
303 N Broadway
Billings, MT 59101

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About Me

It is my pleasure to serve the financial needs of people in the Billings community as well as the surrounding Eastern communities of Montana. I started in the financial services industry in 1988 and later became a Wealth Management Banker. NMLS #520422.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I serve on the board of the organization, Family Service Foundation. In my free time I enjoy traveling, hiking and spending time with family.

Area of Focus

Premium Banking Services

Home Mortgages

Home Equity Line of Credit

Secured and Unsecured Lines of Credit and Loans

Savings and Cash Management

Financing Strategies

Commercial Real Estate Loans

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.