Find a Financial Advisor or banker

Financial advisors and bankers in Madison, WI

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.

Christopher Heying

Wealth Management Advisor, U.S. Bancorp Investments

Chad Mietz

Wealth Management Advisor, U.S. Bancorp Investments

Tyler Wood

Wealth Management Associate, U.S. Bancorp Investments

Kristen Theoharopoulos

Wealth Management Associate, U.S. Bancorp Investments

Justin Gasser

Wealth Management Advisor, U.S. Bancorp Investments

Kelly Urban

Wealth Management Associate, U.S. Bancorp Investments

Deb Badowski

Wealth Management Advisor, U.S. Bancorp Investments

Michael Kelzenberg

Wealth Management Advisor, U.S. Bancorp Investments

Beau Urban

Wealth Management Associate, U.S. Bancorp Investments

Samir Karimi

Wealth Management Advisor, U.S. Bancorp Investments

Lindsey-Marie Ludtke

Wealth Management Associate, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.

Aaron Reinert

Wealth Management Banker, U.S. Bank

Donna Brendemuehl

Wealth Management Banker, U.S. Bank

Christa Lowe

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.

John Sims

Private Wealth Advisor, U.S. Bank

Nathan Boebel

Private Wealth Advisor, U.S. Bank

Ryan Mueller

Private Wealth Advisor, U.S. Bank

Ryan Reszel

Private Wealth Advisor, U.S. Bank

Timothy Horkan

Private Wealth Advisor, U.S. Bank

Aaron Meyer

Private Wealth Advisor, U.S. Bank

Tiffany Pope

Private Wealth Advisor, U.S. Bank

Brandon Pals

Private Wealth Advisor, U.S. Bank

Michelle Slawny

Private Wealth Advisor, U.S. Bank

Disclosures

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Wealth Management – U.S. Bank | U.S. Bancorp is the marketing logo for U.S. Bank and its affiliates U.S. Bancorp Investments and U.S. Bancorp Advisors.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc or U.S. Bancorp Advisors LLC.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments and UnionBanc Insurance Services.
For U.S. Bancorp Investments and U.S. Bancorp Advisors:
The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
Municipal Securities Education and Protection – U.S. Bancorp Investments and U.S. Bancorp Advisors are registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.
Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.
U.S. Bancorp Investments Order Processing Information.
For U.S. Bancorp Advisors:
Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.
Insurance services are offered by UnionBanc Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6010602. Products may not be available in all states.
Please refer to our Terms and Disclosures.