Unclaimed Profile

William John Iii Benjamin

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

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 28, Series 66, Series 79TOClean record18 years registeredU.S. BANCORP INVESTMENTS, INC.

60 LIVINGSTON AVENUE, SAINT PAUL, MN 55107CRD# 2502735Firm CRD# 17868

Profile Verification

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

Identity

William John Iii Benjamin · SAINT PAUL, MN

Registration

CRD #2502735 · U.S. BANCORP INVESTMENTS, INC. · 18 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.

Jul 2008 – Oct 2016

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 28

Series 66

Series 79TO

Registration record

First registered · July 21, 2008

Years registered · 18

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 William John Iii Benjamin offer?

William John Iii Benjamin specializes in Financial Planning, Investment Management, Wealth Management.

What are William John Iii Benjamin's credentials?

William John Iii Benjamin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William John Iii Benjamin located?

William John Iii Benjamin is based in SAINT PAUL, Minnesota, last registered with U.S. BANCORP INVESTMENTS, INC..

How does William John Iii Benjamin charge for services?

William John Iii Benjamin'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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