Erich Stabelfeldt | Financial Advisor | Germantown, WI | U.S. Bancorp Wealth Management

wealth management advisor in Germantown Erich Stabelfeldt

Wealth Management Advisor
U.S. Bancorp Investments

262.415.1710

Primary office
N96 W18480 County Line Road
Germantown, WI 53022

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Germantown and West Bend areas. My experience in the financial industry started in 2014. hold a Bachelor of Arts degree in pyschology from Cornell College in Mount Vernon, IA and an MBA from Cardinal Stritch University in Milwaukee, WI. 

I want to make managing your finances as easy as possible for you. As your Wealth Management 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.

In my free time, I enjoy water sports, traveling and spending time with my family. 

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