777 East Wisconsin Avenue
Milwaukee, WI 53202
Your message has been sent to Jim Dennik. We look forward to being in touch.
Contact meComplete this form and Jim Dennik will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Milwaukee metro community area. I started in the financial industry in 1987. I hold a Bachelor of Arts degree in finance from the University of Wisconsin, 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.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
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.