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Kyle Ramsey

Wealth Management Advisor - U.S. Bancorp Advisors

Professional designations, credentials and licenses
Arkansas Insurance Producer License Number 19285045
California Insurance License 4186091
Ohio Insurance License 1414748
Washington Insurance License 1142957
Arizona Insurance License 19285045
Oregon Insurance License 19285045
headshot of Kyle Ramsey
Clients I specialize in: Modern families, New investors, Nearing retirement

It is my pleasure to serve the financial needs of people in the United States as a Remote Wealth Management Advisor. My experience in the financial industry started in 2019 and I became a Wealth Management Advisor in 2021.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Feed my Starving Children. In my free time, I enjoy adventuring with my wife and son. Our favorite vacation is traveling to a new national park. I love going on walks with my dog and appreciate a good pizza wherever I can find it. I'm a sports enthusiast, competing in fantasy football with my friends and cheering on the Minnesota Vikings, Minnesota Twins and North Dakota State Bison.

Services I specialize in

We offer guidance as we help you work toward your goals with a diversified investment strategy, plus personalized support when you need it.

Whether you’re a new or experienced investor, our managed-for-you and do-it-yourself online investing options are an easy and hassle-free way to invest for your future.

By considering all aspects of your financial life, from your budget today to retirement in the future, a plan can help you establish goals, create a strategy to reach them and track progress toward success.

An insurance plan can help protect you from having to draw down savings or liquidate investments if an unexpected change – to your family, career or health – impacts your financial situation.

Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

Contact
651-466-7522

Additional information on licensed advisors can be found at FINRA BrokerCheck.

Primary office
60 Livingston Ave
Saint Paul, MN, 55107
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About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

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 Advisors professionals focus on investments, planning and insurance.

Explore our news and insights

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Financial planning

Financial planning for major purchases and life goals is critical to successful wealth management. Whether you're buying a car, saving for college, buying a home or covering major unexpected expenses easily. U.S. Bank and U.S. Bancorp Advisors are here to help with financial planning each step of the way.

Cash management and investing strategies when interest rates are changing

A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your advisory relationship with clarity.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.