U.S. Bank Private Wealth Management has served the needs of Kiewit and its employee shareholders for more than 30 years. We understand your pride of ownership – and the pressures of building a successful business while managing personal finances. Let our team of private wealth advisors and bankers help guide you through the process of financing stock offerings and beyond.


Loan program overview

Manage your stock loan online with the U.S. Bank Kiewit Stock Loan Program website. You can:

  • Complete a loan application to determine your maximum loan amount.
  • Electronically sign your application and loan documents.
  • View current loan information, including interest paid.
  • Change your automatic payment information or address.
  • Request U.S. Bank products.

Learn more with U.S. Bank

Check back for upcoming event information.

Program timeline

Let our team know if you have questions about these program milestones and key dates (see the Contact Us section below).



(Mid-late month) Kiewit annual meeting



(Early in the month) New Class C price announced. New price can be used to calculate LTV.



(Mid-month) Freeze period. Shareholders cannot sell I-16 shares held at U.S. Bank. No increases to existing loans.



  • (June 1) Stock offering. Shareholders can begin renewing loans. Existing loans have to be renewed, even if not purchasing new shares. Shareholders can request to borrow against their equity. View your loan information.
  • (Mid-month) Loan application submission deadline



  • (Early in the month) Roth conversion completion deadline
  • (End of the month) Stock purchase and loan funding



  • (Early in the month) Dividend
  • (Mid-month) Class I-16 freeze period

Comprehensive support for Kiewit shareholders

In your demanding profession, finding time to handle your financial affairs can be a challenge. But making the right decisions for you and your family is critical to your success.

We’re here to help, with wealth resources and expertise that allow you to prioritize your finances and work toward your goals. Together, we’ll create a plan designed to build and preserve your wealth and use it wisely, so you can focus on what matters most.

You’ll benefit from a single point of contact who has access to a dedicated team of professionals that provides coordinated, comprehensive wealth guidance.

Our services

We offer our clients integrated wealth management services to address their needs today and their dreams for the future.

Private banking

Our approach to private banking features sophisticated lending options, customized cash management and specialty services, plus convenient, secure account access through digital channels.

Trusts and estates

We consult with clients and their legal and tax advisors regarding types of trusts, situs considerations and other elements of a forward-looking legacy strategy.

Wealth planning

Our clients gain confidence and clarity in their financial lives when together we create a plan that helps them work towards creating, growing, protecting and sharing their wealth.

Insurance protection planning

Having an insurance approach can help protect our clients from having to draw down savings or liquidate investments if an unexpected change occurs to their family, career or health.*

Investment management

Our investment management approach involves linking three key disciplines: asset allocation research, investment vehicle selection and portfolio construction.

*Insurance products are available through our affiliate U.S. Bancorp Investments.

Contact us.

Corey Perdue

Ann Lundberg

Dustin Stroh

Stacy Nelson

Ashley Malvin

Theresa DesRosiers

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Investing insights

Discover trends and ideas that may impact your investing strategy moving forward.

Wealth preservation: Key strategies to protect your wealth

Building wealth is only half the battle. These strategies may help protect it against market volatility and other events.

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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For U.S. Bank:

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

Start of disclosure content

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.