Jay Lamar | Financial Advisor | Waukesha, WI | U.S. Bancorp Wealth Management

Jay Lamar

Wealth Management Advisor
U.S. Bancorp Investments
CFP professional®

262.650.2118

Primary Office
101 E. Sunset Drive
Waukesha, WI 53189

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About Me

It is my pleasure to serve the financial needs of people in the Muskego, Waukesha and Lake Country communities. I started in the financial services industry in 1995. I hold a Bachelor of Science degree in finance from Northern Illinois University in Dekalb, Illinois.

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.

Outside of work, I enjoy golfing, traveling and spending time with my family.

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.