Lori Bale | Financial Advisor | Edina, MN | U.S. Bancorp Wealth Management

Lori Bale

Wealth Management Associate
U.S. Bancorp Investments

952.927.1731

Primary office
7001 France Avenue South
Edina, MN 55435

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About me

It is my pleasure to serve the financial needs of people in the Southdale and Edina area of the Twin Cities. I started in the financial industry in 2004 and became a Wealth Management Associate in 2016. I hold a Bachelor of Arts degree in business from Clark State Community College in Springfield, Ohio.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time outdoors, playing with my dog and traveling.

Area of focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

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.