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Julie Kellner | Financial Advisor | Milwaukee, WI | U.S. Bancorp Wealth Management

financial associate in Milwaukee Julie Kellner

Wealth Management Associate
U.S. Bancorp Investments

414.274.7091

Primary office
2303 North Farwell Avenue
Milwaukee, WI 53211
Get Directions to 2303 North Farwell Avenue

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Milwaukee, Milwaukee East Side, Downtown, Shorewood, Whitefish Bay and Fox Point areas. My experience in the financial industry started in 2015. I hold a Bachelor of Science degree in criminal justice.

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.

In my free time, I enjoy spending time with my family friends.

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Area of focus

Client service

Research

Proactive client contact

Wealth team support

Administration

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.

Meet my team