Bryan Robertson | Investment & Wealth | Lincoln, NE | U.S. Bancorp Wealth Management

Bryan Robertson

Wealth Management Trust Advisor
U.S. Bank

402.434.1582

Primary Office
233 S 13th St
Lincoln, NE 68508
Let's Connect

Thank You

Your message has been sent to Bryan Robertson. We look forward to being in touch.

Contact Me

Complete this form and Bryan Robertson will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

About Me

It is my pleasure to serve the financial needs of people in the Lincoln area. I started in the financial services industry in 1987and later became a Wealth Management Trust Advisor. I hold a Juris Doctorate degree in law from the NU College of Law in Lincoln, Nebraska, and a Master of Science degree in accountancy from the University of Nebraska - Lincoln in Lincoln, Nebraska.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. 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 on the board of the Community Health Charities organization and also on the board of the United Way social services organization. In my free time, I enjoy spending time with my family.

Area of Focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.