John Dodge | Investment & Wealth | Burlington, IA | U.S. Bancorp Wealth Management

John Dodge

CLU®, ChFC®
Wealth Management Trust Advisor
U.S. Bank

319.753.8768

Primary office
808 S Roosevelt Ave
Burlington, IA 52601
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About me

It is my pleasure to serve the financial needs of people in the Southeast Iowa area. I started in the financial industry in 1983 and became a Wealth Management Trust Advisor in 2004. I hold a Bachelor of Business Administration degree in marketing from the University of Iowa.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I invest my time as a volunteer for the global organization Kiwanis, Partners for People with Disabilities in Des Moines County, IA, and I also serve on the board of the Southeast Iowa Symphony Orchestra. In my free time, I enjoy golf, hunting and fishing.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.