Ann Kling | Investment & Wealth | Bismarck, ND | U.S. Bancorp Wealth Management

Annie Kling

CTFA®
Wealth Management Trust Advisor
U.S. Bank

701.222.6273

Primary office
200 N 3rd St
Bismarck, ND 58501

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About me

It is my pleasure to serve the financial needs of people in the Western North Dakota area. My experience in the financial services industry began in 1982 and I later became a Wealth Management Trust Advisor.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. 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 Western Dakota Estate Planning Council. In my free time, I enjoy painting, traveling and spending time with my family.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.