I am a Market Leader with U.S. Bancorp Investments and coach a team of Wealth Management Advisors who help clients develop a comprehensive financial plan. This process starts with identifying client goals and concerns, answering questions to help increase their confidence and providing progress ...more

I am a Market Leader with U.S. Bancorp Investments and coach a team of Wealth Management Advisors who help clients develop a comprehensive financial plan. This process starts with identifying client goals and concerns, answering questions to help increase their confidence and providing progress reports to help ensure that their plans stay on course to help work toward achieving their financial goals. Please direct all business communications to me at jim.baka@usbank.comless