Kurt Gwillim | WM Investment Portfolio Mgr | Springfield, IL | U.S. Bancorp Wealth Management

Kurt Gwillim

Portfolio Manager
U.S. Bank

217.753.7354

Primary office
205 S 5th St
Springfield, IL 62794

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About me

It is my pleasure to serve the financial needs of people in the Central Ilinois area. I started in the financial industry in 1988 and became a Portfolio Manager in 2007. I hold a Bachelor of Science degree in finance from Illinois State University in Normal, Illinois.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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.

In my free time, I enjoy spending time with my family and friends, coaching youth sports and particapting in any athletic activity especially playing golf.

 

Area of focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

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.