wealth management advisor in New Berlin Chris Lewein
15305 West National Avenue
New Berlin, WI 53151
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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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office15305 West National Avenue
New Berlin, WI 53151
Secondary office939 W Historic Mitchell St
Milwaukee, WI 53204
Secondary office7325 West Oklahoma Avenue
Milwaukee, WI 53219
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.