Clayton Koerten | Financial Advisor | Wisconsin Rapids, WI | U.S. Bancorp Wealth Management

wealth management advisor in Wisconsin Rapids Clay Koerten

Wealth Management Advisor
U.S. Bancorp Investments

715.422.9840

Primary office
3520 8th Street S.
Wisconsin Rapids, WI 54494

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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 Wisconsin Rapids, Stevens Point, Wausau and Central Wisconsin areas. I started in the financial industry in 1999 and became a financial advisor in 2002. I hold a Bachelor of Science degree in business administration with a minor in economics from University of Wisconsin, Stevens Point in Stevens Point, Wisconsin.

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.

I am an active member of my church and am involved with Global Missions. In my free time I enjoy mountain biking, traveling and spending time with my family.

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.