Christopher Lewein | Financial Advisor | New Berlin, WI | U.S. Bancorp Wealth Management

wealth management advisor in New Berlin Chris Lewein

Wealth Management Advisor
U.S. Bancorp Investments

262.780.4563

Primary office
15305 West National Avenue
New Berlin, WI 53151

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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 New Berlin and West Allis areas. My experience in the financial industry started in 2005. I hold a Bachelor of Science degree in business administration from the University of Wisconsin-Oshkosh. Arkansas Insurance Producer License Number 6514043.

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.

Outside of work, I am a Senior Vice Commander of the VFW Post 2260. In my free time, I enjoy spending time with my family, traveling and being involved in my veteran's community. 

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 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.