John Schmitt | Financial Advisor | Madison, WI | U.S. Bancorp Wealth Management

John Schmitt

Wealth Management Associate
U.S. Bancorp Investments

608.827.3260

Primary Office
3609 University Avenue
Madison, WI 53705

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About Me

It is my pleasure to serve the financial needs of people in the Madison area. I have worked in the financial services industry since 2011. I hold a Bachelor of Science degree in agricultural business management from the University of Madison in Madison, Wisconsin.

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.

In my free time I enjoy spending time with my family, traveling and boating.

Area of Focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

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.