Marlo Carpio | Financial Advisor | Lake Geneva, WI | U.S. Bancorp Wealth Management

Marlo Carpio

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
303 Center Street
Lake Geneva, WI 53147

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About me

It is my pleasure to serve the financial needs of people in the southeast Wisconsin area. I started in the financial industry in 1999 and became a Wealth Management Advisor in 2004. I hold a Bachelor of Science degree in business from the University of Milwaukee in Milwaukee, Wisconsin.

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.

I enjoy playing fastpitch softball and am a member of St. Martin of Tours Catholic School. In my free time, I enjoy motocross, fishing and golfing.

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.