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

Steve Mckinstry

AWMA®
Wealth Management Advisor
U.S. Bancorp Investments

636.949.1605

Primary office
2608 West Clay Street
Saint Charles, MO 63301

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About me

My experience in the financial services industry began in 1998, and it is my pleasure to serve the financial needs of people in St. Charles County. I hold a Bachelor of Science degree in accounting from Southern Illinois University in Carbondale, Illinois.

I want to make managing your finances as easy as possible for you. As your Wealth Management 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 spend my time serving on the board of the St. Charles City-County Library Foundation, and I am also a member of the St. Charles Sunrise Rotary Club. In my free time, I enjoy 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.