financial advisor in Hartland Jeff Cady
160 E. Capitol Drive
Hartland, WI 53029
Your message has been sent to Jeff Cady. We look forward to being in touch.
Contact mePlease 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
It is my pleasure to serve the financial needs of people in the Lake Country community. My experience in the financial industry started in 1991. I hold a Bachelor of Arts degree in economic and commercial international relations from The University of Wisconsin–Madison. I'm also fluent in Spanish. California Insurance License # 0M78696.
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 serve as a board member of The Holton Youth and Family Center, I'm also a member of Junior Achievement, the U.S. Bank Development Network and Arrowhead Basketball Club. In my free time, I enjoy spending time with family, traveling and playing tennis.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office160 E. Capitol Drive
Hartland, WI 53029
Secondary office2805 Heritage Drive
Delafield, WI 53018
Secondary office1674 Old School House Rd, Suite 100
Oconomowoc, WI 53066
Secondary office9921 West Capitol Drive
Milwaukee, WI 53222
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.