Theodore Hartzler | Financial Advisor | Ladue, MO | U.S. Bancorp Wealth Management

financial advisor in Ladue Will Hartzler

Wealth Management Advisor
U.S. Bancorp Investments

314.889.1735

Primary office
8822 Ladue Road
Ladue, MO 63124

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For general account support, call 888-330-6918

About me

My experience in the financial services industry began in 2010, and it is my pleasure to serve the financial needs of people in the Saint Louis area. I hold a Bachelor of Science degree in finance from Saint Louis University.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a 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 spend my time serving on the board of the Saint Louis University High School Alumni Association, and I am also a member of St. Stephen Protomartyr Parish and a supporter of the Boy Scouts of America. In my free time, I enjoy cooking and golfing.

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.