Sonia Wasniak | Financial Advisor | Oshkosh, WI | U.S. Bancorp Wealth Management

Sonia Wasniak

Wealth Management Associate
U.S. Bancorp Investments

920.424.4268

Primary Office
111 N. Main Street
Oshkosh, WI 54901
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About Me

It is my pleasure to serve the financial needs of people in the Oshkosh community. I started in the financial services industry in 2004 and became a Wealth Management Associate in 2010. I hold a Bachelor of Arts degree in finance from the University of Wisconsin in Oshkosh, 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.

Outside of work, I volunteer with, and am a member of the Friends of the Library. In my free time I enjoy spending time with my family, cooking, baking and reading.

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.