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Jackie Graf

Wealth Management Banker - U.S. Bank

Professional designations, credentials and licenses

NMLS 1133192

Clients I specialize in: Women, New investors, Nearing retirement

It is my pleasure to serve the financial needs of people in Germantown and West Bend, Wisconsin. My experience in the financial industry started in 1988 and I became a Wealth Management Banker in 2018.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with St.Mary's Church in West Bend. In my free time, I enjoy spending time with my husband and my two children. We all love to travel to our cabin in Eagle River. I also help with sporting events at the Kewaskum High School.

Services I specialize in

To support your personal or business needs we offer a range of premier banking products, financing options and exclusive benefits, plus 24/7 account management through digital channels.

Liquid asset secured financing – a line of credit secured by eligible assets in your investment account – can be useful when you want to generate cash flow quickly for a financial opportunity or challenge.

From purchasing a first home to financing investment property, we have your mortgage needs covered with a variety of loan options, plus information to support you on your homebuying journey.

Whether a loan, line of credit or other financing alternative is the best fit for what you’re working to achieve, we’ll help you review your options and create a funding plan.

Contact

262-415-1712

Primary office

N96 W18480 County Line Rd
Germantown, WI, 53022

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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.

Meet our team

Ridgedale offers a customized wealth planning approach where the focus is on helping you achieve your version of success.

Meet Ridgedale

Erich Stabelfeldt

Wealth Management Advisor,
U.S. Bancorp Advisors

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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.

Investing insights

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FAQ

Working as your partner, U.S. Bank Wealth Management can develop strategies to help you optimize the management, preservation, and growth of your working capital. We do this by:

Understanding your financial goals and what’s important to you
Developing strategies for maintaining access to cash as you explore new opportunities
Using customized credit options that focus on your specific goals
Providing tools that can help streamline your daily banking activities and complement other aspects of your financial life

Wealth Management Bankers advise you on creative ways to manage both your assets and liabilities. This may include custom credit and loans, mortgage services, jumbo loans, home equity lending, secured lines of credit, and loans, including liquid asset secured financing and more.

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