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Gretchen Ogden | Investment & Wealth | Waterloo, IA | U.S. Bancorp Wealth Management

trust advisor in Waterloo Gretchen Ogden

Wealth Management Trust Advisor
U.S. Bank

+1 319.235.3221

Primary office
425 Cedar St
Waterloo, IA 50701
Get Directions to 425 Cedar St

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Complete this form and Gretchen Ogden will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.

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About me

It is my pleasure to serve the financial needs of people in the Cedar Valley area. My experience in the financial industry started in 2010 and I became a Wealth Management Trust Advisor in 2019. I hold a Bachelor of Arts degree in accounting from the University of Northern Iowa. 

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Cedar Falls Community Foundation - Stakeholders Committee and am a board member of the UNI Foundation Planned Giving Advisory Council and Power of the Purse. In my free time, I enjoy spending time with family and friends and volunteering at my church and school.

Area of focus

Financial planning

Retirement income planning

Investments

Trust administration

Estate administration

Charitable services

Philanthropy

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.