Verified recordFinancial Services

David Timpe

Wealth Management Associate at U.S. Bancorp Investments, Inc

Based in Caldwell, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Caldwell

Industry

Financial Services

Company size

937

Contact information

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Email

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d•••••••@••••••.com

Phone

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Background

About David Timpe

As a Wealth Management Associate with U.S. Bancorp Investments, I work with a financial advisor to provide clients with an exceptional client experience. I work toward ensuring all business and service requests are completed quickly and accurately, schedule and prepare for client appointments, and create financial plans for the financial advisor to review with their clients as well as coordinate seminars and help ensure all scheduled service and marketing activities for each client are fulfilled. Please direct all business communications to me at david.timpe@usbank.com 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 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.

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