Clayton Koerten | Financial Advisor | Wisconsin Rapids, WI | U.S. Bancorp Wealth Management

Clay Koerten

Wealth Management Advisor
U.S. Bancorp Investments

715.422.9840

Primary Office
3520 8th Street S.
Wisconsin Rapids, WI 54494
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About Me

It is my pleasure to serve the financial needs of people in the Wisconsin Rapids, Stevens Point, Wausau and Central Wisconsin areas. I started in the financial industry in 1999 and became a Wealth Management Advisor in 2002. I hold a Bachelor of Science degree in business administration with a minor in economics from University of Wisconsin, Stevens Point in Stevens Point, 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 am an active member of my church and am involved with Global Missions. In my free time I enjoy mountain biking, 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

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.