Unclaimed Profile

Leo Joseph Karwejna

U.S. BANCORP ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 66Clean record22 years registeredU.S. BANCORP ASSET MANAGEMENT, INC.

800 NICOLLET MALL, MINNEAPOLIS, MN 55402CRD# 2782481Firm CRD# 111912

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leo Joseph Karwejna · MINNEAPOLIS, MN

Registration

CRD #2782481 · U.S. BANCORP ASSET MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: U.S. BANCORP ASSET MANAGEMENT, INC.

HAVERFORD FINANCIAL SERVICES, INC.

Jun 2004 – Apr 2006

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. BANCORP ASSET MANAGEMENT, INC.

CRD 111912 · SEC 801-60125

AUM

$176.1B

Regulatory assets under management

Employees

88 client accounts

Services offered by U.S. BANCORP ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at U.S. BANCORP ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Leo Joseph Karwejna offer?

Leo Joseph Karwejna specializes in Investment Management, Retirement Planning, Wealth Management.

What are Leo Joseph Karwejna's credentials?

Leo Joseph Karwejna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leo Joseph Karwejna located?

Leo Joseph Karwejna is based in MINNEAPOLIS, Minnesota, last registered with U.S. BANCORP ASSET MANAGEMENT, INC..

How does Leo Joseph Karwejna charge for services?

Leo Joseph Karwejna's firm is compensated through percentage of aum, other: administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is U.S. BANCORP ASSET MANAGEMENT, INC.?

U.S. BANCORP ASSET MANAGEMENT, INC. has approximately 77 employees and manages $176.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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