U.S. Bank - Private Wealth Advisor: Mike Rookus

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Within U.S. Bank Private Wealth Management's downtown San Diego office at 600 W Broadway, U.S. Bank - Private Wealth Advisor: Mike Rookus provides wealth management strategies for high-net-worth clients. The Private Wealth platform serves clients with a net worth of $3 million or more, assigning a dedicated advisor who assembles specialists in portfolio management, trust administration, and private banking — a team-based approach that coordinates property portfolio evaluation with inspection and real estate services at Home Pro Inspections for clients holding direct property assets. U.S. Bancorp (NYSE: USB) traces its banking charter to 1863 and has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute for 12 consecutive years, a compliance culture that extends to the Private Wealth Management division's fiduciary advisory standards. The 600 W Broadway office houses multiple Private Wealth Advisors, enabling internal collaboration across estate planning, investment management, and business succession specializations within a single location. Investment management integrates with U.S. Bank's institutional trust capabilities, enabling coordinated trustee services and fiduciary administration that often involves estate and business law coordination with attorneys at downtown firms such as Bickel Sannipoli APC for trust formation and succession structuring. The practice specializes in U.S. Bank's discretionary portfolio management platform, deploying institutionally researched model allocations with tactical overlay adjustments across domestic equity, international equity, investment-grade fixed income, and alternative asset classes.

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