Financial solutions built around you.
Planning for the future can feel complex. Our wealth management expert is here to help simplify the process with personal guidance, thoughtful strategies, and a long-term perspective.
Meet Kevin
CUSB Bank has thoughtful wealth management solutions to support customers at all of our branches, designed to support your long-term goals.
Core Services
We offer a range of services designed to support your financial goals at every stage of life:
- Investment management
- Retirement planning
- Estate planning support
- Trust services
- Financial planning
Our Approach
At CUSB Bank, wealth management isn’t one-size-fits-all. We focus on:
- Personal relationships and ongoing communication
- Strategies aligned with your goals and risk tolerance
- A disciplined, long-term approach to planning
Who We Work With
Our services are designed to help individuals and families who value personal guidance, long-term planning, and trusted relationships.
Securities offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. CUSB Bank and CUSB Wealth Management Solutions are not registered as a broker-dealer. Registered representatives of LPL offer products and services using CUSB Wealth Management Solutions, and may also be employees of CUSB Bank. These products and services are being offered through LPL or affiliates, which are separate entities from, and not affiliates of, CUSB Bank or CUSB Wealth Management Solutions.
Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: IA, MN.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.