financial associate in Sheboygan Dan Winter
605 N. 8th Street
Sheboygan, WI 53081
Your message has been sent to Dan Winter. We look forward to being in touch.
Contact mePlease complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.
* Indicates required fields
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
Proactive client contact
Wealth team support
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.