Stephen Spence | Financial Advisor | Appleton, WI | U.S. Bancorp Wealth Management

financial advisor in Appleton Stephen Spence

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

920.830.6037

Primary office
200 North Durkee Street
Appleton, WI 54911

Thank You

Your message has been sent to Stephen Spence. We look forward to being in touch.

Contact me

Please complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Appleton area. My experience in the financial industry started in 1996 and I became a financial advisor in 2001. I hold a Bachelor of Arts degree in business education from Evangel University. 

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 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 am active in my local church. In my free time, I enjoy spending time with my family and working on home renovation projects.
 

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

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.