Steve McKinstry | Financial Advisor | Saint Charles, MO | U.S. Bancorp Wealth Management

financial advisor in Saint Charles Steve Mckinstry

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
2608 West Clay Street
Saint Charles, MO 63301

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About me

It is my pleasure to serve the financial needs of people in the St. Charles area. My experience in the financial industry started in 1998. I hold a Bachelor of Science degree in accounting from Southern Illinois University.

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, my interests include coaching youth soccer and youth rugby.

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.