Jeffrey Cady | Financial Advisor | Hartland, WI | U.S. Bancorp Wealth Management

financial advisor in Hartland Jeff Cady

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

262.369.2128

Primary office
160 E. Capitol Drive
Hartland, WI 53029

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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 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

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.