Joseph Flattery | Investment & Wealth | Lincoln, NE | U.S. Bancorp Wealth Management

Joseph Flattery

Wealth Management Trust Advisor
U.S. Bank

402.434.1312

Primary Office
233 S 13th St
Lincoln, NE 68508

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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 1988 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree from Creighton University of Omaha, Nebraska, and a Juris Doctorate degree from the University of Iowa, College of Law.

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 invest my time as a member of my church and in my free time I enjoy traveling, card club and spending time with my grandchildren.

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.