Marlo Carpio | Financial Advisor | Lake Geneva, WI | U.S. Bancorp Wealth Management

Marlo Carpio

Wealth Management Advisor
U.S. Bancorp Investments

262.249.5816

Primary Office
303 Center Street
Lake Geneva, WI 53147

Thank You

Your message has been sent to Marlo Carpio. We look forward to being in touch.

Contact Me

Complete this form and Marlo Carpio will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

About Me

It is my pleasure to serve the financial needs of people in the southeast Wisconsin area. I started in the financial industry in 1999 and became a Wealth Management Advisor in 2004. I hold a Bachelor of Science degree in business from the University of Milwaukee in Milwaukee, Wisconsin.

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.

I enjoy playing fastpitch softball and am a member of St. Martin of Tours Catholic School. In my free time, I enjoy motocross, fishing 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

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.