Kimberly Cooper | Financial Advisor | Spokane, WA | U.S. Bancorp Wealth Management

Kim Cooper

Wealth Management Advisor
U.S. Bancorp Investments

509.822.3545

Primary Office
7307 North Division Street
Spokane, WA 99208
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About Me

It is my pleasure to serve the financial needs of people in Spokane and the surrounding communities. I started in the financial industry in 2012. I hold a Bachelor of Arts degree in organizational management from Whitworth University in Spokane, Washington. California Insurance License # 0I70880.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management 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.

In my free time, I enjoy spending time with my family, including our dogs and cats. I also enjoy being active through spin class and yoga.

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.