William Rulon | WM Investment Portfolio Mgr | Omaha, NE | U.S. Bancorp Wealth Management

Brad Rulon

Portfolio Manager
U.S. Bank


Primary office
1700 Farnam St
Omaha, NE 68102
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About me

It is my pleasure to serve the financial needs of people in the Omaha area. I started in the financial industry in 2011 and became a Portfolio Manager in 2016. I hold a Bachelor of Arts degree in mathematics and finance from Central College in Pella, Iowa.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, 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.

In my free time, I enjoy spending time with family and friends, being outdoors and various sporting activities.

Area of focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

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.