About our office

The Bismarck team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working with business owners, retirees and philanthropists; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management Team

Shannon Guarcello

Private Wealth Advisor
701-222-6275

Bio page Contact Shannon

Terri Trantow

Private Wealth Advisor Managing Director
920-436-5540

Contact Terri

Our leadership

"Proper planning allows us to understand your goals and help you fully experience life."

 

– Troy Smith, Market Leader - Iowa, Nebraska, North Dakota and South Dakota

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in North Dakota, we’ve provided nearly $1 million in U.S. Bank Foundation and corporate giving and 11,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

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

Insights from our experts

Market news

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

Browse updates

Impact of taxes on investment returns

Understanding your portfolio’s tax characteristics is a step toward more efficient investing.

Read article

5 factors that can affect business valuation

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

Read Article

Disclosures

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.

For U.S. Bank:

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.

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.