11/23/2024 06:53:21AM GMT+00:00
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Heather Wild

Wealth Management Associate - U.S. Bancorp Investments

headshot of Heather Wild

It is my pleasure to serve the financial needs of people in the Cedar Rapids corridor. My experience in the financial industry started in 2011 and I became a Wealth Management Associate in 2018.

I want to make managing your finances as easy as possible for you. As your financial associate, I will work with your U.S. Bancorp Investment Wealth Management Advisor and your Wealth Management Banker from our affiliate U.S. Bank in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

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

Services I specialize in

Our wealth professionals can help assist you with your account and planning questions, provide ongoing updates and offer access to our latest wealth technology.

We help with a wide range of tasks involved in the oversite and management of our clients’ portfolios.

Additional information on licensed advisors can be found at FINRA BrokerCheck.

Primary office
222 2nd Avenue S.E.
Cedar Rapids, IA, 52401
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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.

Meet our team

Erenberger-Winter Group offers a customized wealth planning approach where the focus is on helping you achieve your version of success.
Meet Erenberger-Winter Group
headshot of DeLaina Olds Olds

DeLaina Olds Olds

Wealth Management Associate,
U.S. Bancorp Investments

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.

Disclosures