Kyle Tate | Wealth Management Banker | Omaha, NE | U.S. Bancorp Wealth Management

wealth management banker in Omaha Kyle Tate

Wealth Management Banker
U.S. Bank

402.399.2704

Primary office
8800 W Center Rd
Omaha, NE 68124

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Omaha, Ralston, Millard, Papillion, and La Vista. My experience in the financial industry started in 2012 and I became a Wealth Management Banker in 2022. I hold a Bachelor of Science in finance from Purdue University - Global.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring 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.

Outside of work, I volunteer with Lincoln Youth Sports Association - an organization dedicated to providing mentorship and outdoor sporting opportunities for youth in the state of Nebraska and serve as a board member of Lincoln Youth Sports Association. In my free time, I enjoy travelling, and spending time outdoors with my wife and 3 kids; and cheering for the Huskers!

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

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.