Kelly Urban | Financial Advisor | Madison, WI | U.S. Bancorp Wealth Management

financial associate in Madison Kelly Urban

Wealth Management Associate
U.S. Bancorp Investments


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 the Madison area. My experience in the financial industry began in 2014. I hold a Bachelor of Science degree in business administration from the University of Wisconsin-Stevens Point. 

I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I enjoy being on the water, and spending time with friends and family. 

Area of focus

Client service


Proactive client contact

Wealth team support


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.