wealth management banker in Omaha Kyle Tate
8800 W Center Rd
Omaha, NE 68124
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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 equity line of credit
Secured and unsecured lines of credit and loans
Savings and cash management
Commercial real estate loans
Primary office8800 W Center Rd
Omaha, NE 68124
Secondary office17370 Lakeside Hills Plz
Omaha, NE 68130
Secondary office4818 South 108th Street
Omaha, NE 68137
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.