Chad Mietz | Financial Advisor | Madison, WI | U.S. Bancorp Wealth Management

Chad Mietz

Wealth Management Advisor
U.S. Bancorp Investments

608.240.3260

Primary office
4602 East Towne Boulevard
Madison, WI 53704

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About me

It is my pleasure to serve the financial needs of people in Southern Wisconsin area.  My experience in the financial industry started in 1996. I hold a Bachelor of Business Administration degree, with a double major in marketing and real estate and urban land economics at the University of Wisconson-Madison.

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.

Currently, I volunteer at the Lake Waubesa Conservation Association and coach McFarland Youth Hockey. Outside of work, I enjoy slalom and barefoot waterskiing and spending 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.