financial advisor in Madison Chris Heying
8000 Excelsior Drive
Madison, WI 53717
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It is my pleasure to serve the financial needs of people in the South Central Wisconsin area. I started in the financial industry in 1996 and I became a financial advisor the same year. I hold a Bachelor of Science degree in business administration from Marquette University in Milwaukee, Wisconsin.
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.
In my free time, I enjoy spending time with my friends and family, golfing and watching Packer football.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office8000 Excelsior Drive
Madison, WI 53717
Secondary office127 W. Main Street
Waunakee, WI 53597
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.