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Kristen Ankenbauer | Private Wealth Advisor | Cincinnati, OH | U.S. Bancorp Wealth Management

Private Wealth Advisor in Cincinnati
Kristen Ankenbauer

CFP®
Private Wealth Advisor
NMLS #581116
ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2005. I help clients succeed by ensuring that our team is meeting their needs for today, tomorrow and for the next generation. Every day I work with clients to tailor their plan based on the goals they share with me. I ensure that superior client service is delivered with a customer centric experience.

I live in Cincinnati, and serve clients in Kenwood, Montgomery and Hyde Park. I enjoy spending time with my family. We enjoy hiking, traveling and giving back to the community.

My areas of focus: Doctors, Executives, Women

Education

  • Bowling Green State University: Bachelor of Arts, economics and political science
MY OFFICE

 

425 Walnut St PO Box 1118
Cincinnati, OH 45202

Get directions to 425 Walnut St PO Box 1118
advisor address map to425 Walnut St PO Box 1118
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.

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