Daniel Winter | Financial Advisor | Sheboygan, WI | U.S. Bancorp Wealth Management

financial associate in Sheboygan Dan Winter

Wealth Management Associate
U.S. Bancorp Investments

920.453.5505

Primary office
605 N. 8th Street
Sheboygan, WI 53081

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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 Sheboygan County area. My experience in the financial industry started in 2002 and I became a Wealth Management Associate in 2013. I hold a Bachelor of Science degree in psychology from Concordia University.

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'm a member of St. Paul's Lutheran Church handbell choir, a volunteer soccer coach for the Lakeshore United Football Club and a volunteer Chairperson for the St. Paul Lutheran School Annual Dinner & Silent Auction fundraiser. In my free time, I enjoy spending time with my family, walking and watching movies.

 

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.