Unclaimed Profile

Karen Hutcheson Wimbish

U.S. BANCORP INVESTMENTS, INC.·SAINT PAUL, Minnesota

SIE, Series 7, Series 24, Series 63, Series 65Clean record29 years registeredU.S. BANCORP INVESTMENTS, INC.

60 LIVINGSTON AVENUE, SAINT PAUL, MN 55107CRD# 2774186Firm CRD# 17868

Profile Verification

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

Identity

Karen Hutcheson Wimbish · SAINT PAUL, MN

Registration

CRD #2774186 · U.S. BANCORP INVESTMENTS, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

Feb 2017 – Jul 2021

Charlotte, NC

WELLS FARGO ADVISORS, LLC

Oct 2008 – Mar 2015

CHARLOTTE, NC

WACHOVIA SECURITIES, LLC

Jan 2006 – Oct 2008

CHARLOTTE, NC

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Jun 2002 – Dec 2005

RICHMOND, VA

FIRST UNION SECURITIES, INC.

Apr 2002 – Jun 2002

RICHMOND, VA

FIRST UNION SECURITIES, INC.

Apr 1997 – Dec 2000

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 11, 1997

Years registered · 29

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 INVESTMENTS, INC.

CRD 17868 · SEC 801-68122

AUM

$15.9B

Regulatory assets under management

Employees

2,307

60,028 client accounts

Services offered by U.S. BANCORP INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at U.S. BANCORP INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Hutcheson Wimbish offer?

Karen Hutcheson Wimbish specializes in Financial Planning, Investment Management, Wealth Management.

What are Karen Hutcheson Wimbish's credentials?

Karen Hutcheson Wimbish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Hutcheson Wimbish located?

Karen Hutcheson Wimbish is based in SAINT PAUL, Minnesota, last registered with U.S. BANCORP INVESTMENTS, INC..

How does Karen Hutcheson Wimbish charge for services?

Karen Hutcheson Wimbish'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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