1. Kudick/Verhaalen/Blann Financial Advisors is a marketing name for Brad Kudick, DJ Verhaalen and Melvin Blann, all are Financial Advisors of U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# OE24641.
For U.S. Bank:
Deposit products offered by U.S. Bank National Association, Member FDIC. U.S. Bank is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Investments. 1008791
Not a Deposit Not FDIC Insured Not Guaranteed by the Bank May Lose Value Not Insured by any Federal Government Agency
Choose a team from a strong, stable institution. One with smart, experienced players.
Our team of investment and insurance advisors takes the time to understand your unique needs and coordinates options that may help you realize your dreams and simplify your financial life. You receive priority service and expertise in financial planning, investments and insurance from U.S. Bancorp Investments, and access to banking services from our affiliate, U.S. Bank.
To help reach your personal financial goals, put our dedicated team of local professionals on your side.
KUDICK/VERHAALEN/BLANN FINANCIAL ADVISORS
Brad Kudick, DJ Verhaalen and Melvin Blann are experienced and committed Financial Advisors who work diligently to understand your unique needs. The team utilizes a comprehensive and disciplined planning process to help you define, prioritize and reach your financial goals. They believe a team approach will help allow them to leverage their education and 60 years of combined experience in the areas of financial planning, portfolio development, investments, and insurance to provide a personalized level of service and customized plan for each client. Their support staff includes two full-time Registered Client Associates, Ann Leary and Diane Thorsen.
Serving the Milwaukee area and surrounding communities
Choose a
team that’s
dedicated
to you
From left to right: Melvin R. Blann IV, CFA®, Senior Financial Advisor; Diane Thorsen, Registered Client Associate; DJ Verhaalen, CFP®, Senior Financial Advisor; Brad Kudick, CWS®, Senior Financial Advisor; and Ann Leary, Registered Client Associate.

2. Brad Kudick, CWS®
Vice President, Senior Financial Advisor
414.765.4551 Office
Brad is a Certified Wealth Strategist® and Five Star Wealth Manager. He works directly with clients to help them develop and implement their financial plans. Brad has more than 23 years of financial industry experience and earned a bachelor’s degree with a double major in Finance and Economics from the University of Wisconsin-Oshkosh. Brad and his family reside in Genesee.
DJ Verhaalen, CFP®
Vice President, Senior Financial Advisor
414.765.4603 Office
DJ is a CERTIFIED FINANCIAL PLANNER™ and Five Star Wealth Manager. He works directly with clients to help them develop and implement their financial plans. DJ has more than 23 years of financial industry experience and earned a bachelor’s degree with a double major in Finance and Economics from the University of Wisconsin-La Crosse. DJ and his wife, Heather, reside in Genesee.
Melvin R. Blann IV, CFA®
Vice President, Senior Financial Advisor
414.765.5119 Office
Mel is a CFA® charterholder and Five Star Wealth Manager with more than 15 years of financial industry experience. He is responsible for working with clients on investment policy, strategic and tactical asset allocation, security selection and trading.* He earned a Bachelor’s degree in Journalism from the University of Wisconsin-Milwaukee. He and his family reside in Germantown.
Kudick/Verhaalen/Blann Financial Advisors
To receive the 2012, 2013 and/or the 2014 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must be nominated by either a peer or by their firm. For U.S. Bancorp Investments, Inc., firm nominations are made by either the individual’s Region or Division Manager. All nominees are properly registered and licensed Financial Advisors of the firm at the time of the nomination, have met the firm’s standards for nominations, have been employed at minimum 5 years in the financial services industry, and are currently accepting new clients. Five Star Professionals permits a firm to nominate up to 10% of its wealth managers in a market for consideration and permits no more than 7% of total number of wealth managers in a market to receive the award. Firms with fewer than 10 wealth managers in a market may nominate one. Nominees are then evaluated using a list of 10 objective criteria. It is possible that award recipients received both favorable and unfavorable ratings. Consumer feedback and surveys are promoted via local advertising, through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory history review. Five Star Professionals defines a favorable regulatory and complaint history (as of March 2013) to mean that a wealth manager has not (1) been subject to regulatory action that resulted in a license being suspended or revoked, or payment of a fine (2) had more than a total of three settled or pending customer complaints filed against them with any regulatory authority (3) individually contributed to a financial settlement of a customer complaint (4) filed for personal bankruptcy (5) been convicted of a felony. Nominees who do not have a favorable history are removed from consideration. Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager. Find full measurement formulas and information on www.fivestarprofessional.com. The 2012, 2013 and/or the 2014 Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers, but may pay for licensed use of the Five Star emblem and award. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The Five Star Award is not indicative of the wealth managers’ future performance, and does not evaluate the quality of services provided to clients. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Milwaukee Magazine.
Brad Kudick, DJ Verhaalen and Melvin Blann were all recipients of both the 2012 and 2013 Five Star Wealth Manager award.
*Asset allocation does not ensure a profit or protect against a loss.