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

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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About me

It is my pleasure to serve the financial needs of people in Lake Country community. I started in the financial industry in 1991. I hold a Bachelor of Arts degree in economic and commercial international relations from the University of Wisconsin - Madison in Madison, Wisconsin. Additionally, I am fluent in Spanish.

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.

Outside of work, I volunteer at Holton Youth & Family Center, Junior Achievement, U.S. Bank Development Network and Arrowhead Basketball Club. In my free time, I enjoy traveling, tennis and 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

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

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 Investments professionals focus on investments, planning and insurance.