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Adolfo Herrera | Financial Advisor | Chicago, IL | U.S. Bancorp Wealth Management

financial advisor in Chicago Adolfo Herrera

Wealth Management Advisor
U.S. Bancorp Investments

773.769.2150

Primary office
5340 North Clark Street
Chicago, IL 60640
Get Directions to 5340 North Clark Street

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Complete this form and Adolfo Herrera 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 Edgewater area. I started in the financial services industry in 2003 and became a Wealth Management Advisor in 2009. I hold a Bachelor of Arts degree in communications from the University of Illinois. I am also fluent in Spanish.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy spending time with my family and golfing.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

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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.