Private banking
Our approach to private banking features sophisticated lending options, customized cash management and specialty services, plus convenient, secure account access through digital channels.
U.S. Bank Private Wealth Management
U.S. Bank Kiewit Stock Loan Program
As the preferred lender for the Peter Kiewit Son's Inc. Employee Ownership Plan, we'll partner with you to work toward your wealth goals.
U.S. Bank Private Wealth Management has served the needs of Kiewit and its employee shareholders for more than 30 years. We understand your pride of ownership – and the pressures of building a successful business while managing personal finances. Let our team of private wealth advisors and bankers help guide you through the process of financing stock offerings and beyond.
Loan program overview
Manage your stock loan online with the U.S. Bank Kiewit Stock Loan Program website. You can:
- Complete a loan application to determine your maximum loan amount.
- Electronically sign your application and loan documents.
- View current loan information, including interest paid.
- Change your automatic payment information or address.
- Request U.S. Bank products.
Learn more with U.S. Bank
Check back for upcoming event information.
Program timeline
Let our team know if you have questions about these program milestones and key dates (see the Contact Us section below).
January
(Mid-late month) Kiewit annual meeting
March
(Early in the month) New Class C price announced. New price can be used to calculate LTV.
May
(Mid-month) Freeze period. Shareholders cannot sell I-16 shares held at U.S. Bank. No increases to existing loans.
June
- (June 1) Stock offering. Shareholders can begin renewing loans. Existing loans have to be renewed, even if not purchasing new shares. Shareholders can request to borrow against their equity. View your loan information.
- (Mid-month) Loan application submission deadline
July
- (Early in the month) Roth conversion completion deadline
- (End of the month) Stock purchase and loan funding
December
- (Early in the month) Dividend
- (Mid-month) Class I-16 freeze period
Comprehensive support for Kiewit shareholders
In your demanding profession, finding time to handle your financial affairs can be a challenge. But making the right decisions for you and your family is critical to your success.
We’re here to help, with wealth resources and expertise that allow you to prioritize your finances and work toward your goals. Together, we’ll create a plan designed to build and preserve your wealth and use it wisely, so you can focus on what matters most.
You’ll benefit from a single point of contact who has access to a dedicated team of professionals that provides coordinated, comprehensive wealth guidance.
*Insurance products are available through our affiliate U.S. Bancorp Investments.
Contact us.
Corey Perdue
Private Banking Partner
Ann Lundberg
Private Banker
Dustin Stroh
Private Wealth Advisor
Stacy Nelson
Private Wealth Advisor
Ashley Malvin
Banking Specialist
Theresa DesRosiers
Banking Associate
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Disclosures
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Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.
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