160 E. Capitol Drive
Hartland, WI 53029
Your message has been sent to Kristen Theoharopoulos. We look forward to being in touch.
Contact MeComplete this form and Kristen Theoharopoulos will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Lake Country area. I started in the financial industry in 2008. I hold a Bachelor of Science degree in education from Alverno College in Milwaukee, WI.
I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I volunteer with the American Lung Association. In my free time, I enjoy traveling and spending time with my family and friends.
Area of Focus
Proactive Client Contact
Wealth Team Support
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.