Joseph Huckleby | Wealth Management Advisor | Frankfort, IL | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Frankfort Joseph Huckleby

Wealth Management Advisor
U.S. Bancorp Investments

815.277.4373

Primary office
9795 W Lincoln Hwy
Frankfort, IL 60423

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Complete this form and Joseph Huckleby 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 the south and soutwestern suburbs. My experience in the financial industry started in 2007 and I became a Wealth Management Advisor in 2020. I hold a Bachelor of Business Administration in business from Trinity Christianson College.

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 Trinity Christian College and Tinley Park Bobcats baseball and serve as a board member of the Trinity Christian College Alumni Board. In my free time, I enjoy being involved with my children's activities, helping coach baseball for the Tinley Park Bobcats. I enjoy live music and concerts, and most of all, spending time with my family and friends.

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 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.