Kelly France | Financial Advisor | Eau Claire, WI | U.S. Bancorp Wealth Management

Kelly France

Wealth Management Advisor
U.S. Bancorp Investments
AWMA®

715.839.6313

Primary Office
131 South Barstow Street
Eau Claire, WI 54701
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About Me

It is my pleasure to serve the financial needs of people in the Eau Claire and Chippewa Valley areas. I started in the financial services industry in 2003 and became a Wealth Management Advisor in 2005. I hold a Bachelor of Business Administration degree in business and economics from the University of Wisconsin-Eau Claire.

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 spend my time staying involved with youth softball and youth soccer, and in my extra free time, I enjoy fishing, traveling and golfing.

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

My Offices

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.