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Jeffrey Adam Walter

U.S. BANCORP INVESTMENTS, INC.·SAINT PAUL, Minnesota
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60 LIVINGSTON AVENUE, SAINT PAUL, MN 55107CRD# 2143608Firm CRD# 17868
01

About

Jeffrey Adam Walter is a registered financial advisor based in SAINT PAUL, Minnesota, affiliated with U.S. BANCORP INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
U.S. BANCORP INVESTMENTS, INC.
U.S. BANCORP INVESTMENTS, INC.
AUM
$15.9B
Regulatory assets under management
Employees
2307
Total firm employees
View all advisors at U.S. BANCORP INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Other: 12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS
Regulatory
SEC/IARD CRD# 2143608
Firm CRD# 17868
7 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Adam Walter offer?
Jeffrey Adam Walter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PAUL, Minnesota for a consultation.
What are Jeffrey Adam Walter's credentials?
Jeffrey Adam Walter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Adam Walter located?
Jeffrey Adam Walter is based in SAINT PAUL, Minnesota, working with U.S. BANCORP INVESTMENTS, INC.. Their office serves clients in the SAINT PAUL metropolitan area and surrounding communities.
How does Jeffrey Adam Walter charge for services?
Jeffrey Adam Walter's firm is compensated through percentage of aum, other: 12b-1,networking&shareholder serv,product partner arrangements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. BANCORP INVESTMENTS, INC.?
U.S. BANCORP INVESTMENTS, INC. has approximately 2307 employees and manages $15.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT PAUL
Daniel Joseph Mccormack — U.S. BANCORP INVESTMENTS, INC.Gail Marie Van Horn — U.S. BANCORP INVESTMENTS, INC.Kathleen Renee Odegaard — U.S. BANCORP INVESTMENTS, INC.William John Iii Benjamin — U.S. BANCORP INVESTMENTS, INC.Michael Francis Poell — U.S. BANCORP INVESTMENTS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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