Kevin Casey | Wealth Management Advisor | Coeur D'Alene, ID | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Coeur D'Alene Kevin Casey

Wealth Management Advisor
U.S. Bancorp Investments

208.769.4542

Primary office
1603 North Fourth Street
Coeur D'Alene, ID 83814

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Your message has been sent to Kevin Casey. We look forward to being in touch.

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Complete this form and Kevin Casey will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.

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ABOUT ME

 

It is my pleasure to serve the financial needs of people in Coeur d'Alene, Post Falls, and St. Maries. My experience in the financial industry started in 2003 and I became a Wealth Management Advisor in 2021.

I want to make managing your finances as easy as possible for you. As your financial 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 volunteer with Coeur d'Alene Estate Planning Council and Kiwanis. In my free time, I enjoy golfing, fishing, camping and restoring older vehicles.

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 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.