Andrew Bekius | Wealth Management Advisor | Apple Valley, MN | U.S. Bancorp Wealth Management

wealth management advisor in Apple Valley Drew Bekius

Wealth Management Advisor
U.S. Bancorp Investments

952.997.9606

Primary office
15025 Garrett Avenue
Apple Valley, MN 55124

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Apple Valley and throughout the Twin Cities community. My experience in the financial industry started in 2020 and I became a Wealth Management Advisor in 2021. I hold a Bachelor of Arts in pastoral studies from Moody Bible Institute and a Master of Arts in divinity (M.Div.) from Moody Graduate School.

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 several humanist nonprofits and with TEDxMinneapolis as a speaker coach and serve as a board member of First Unitarian Society of Minneapolis. In my free time, I enjoy long walks, local improv, jazz clubs, art, film, the written word, patio time with friends and colleagues, hanging out with my two teenage daughters, and volunteering in the local community.

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 wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.