Kristin Mullins | Financial Advisor | Eaton, OH | U.S. Bancorp Wealth Management

Kristin Mullins

Wealth Management Advisor
U.S. Bancorp Investments

937.456.8037

Primary Office
100 East Main Street
Eaton, OH 45320

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About Me

My experience in the financial services industry began in 2006, and it is my pleasure to serve the financial needs of people in the Preble County of Ohio and the Richmond area of Indiana. I hold a Bachelor of Science degree in business management from Wright State University in Dayton, Ohio.

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 invest my time as an active member of my local church, and I am also a member of the organization, 4H Preble County, which is dedicated to improving the lives of Ohioans. In my free time, I enjoy spending time with my two grandsons, gardening, staying fit, walking and caring for my six horses and four dogs.

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

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.