U.S. BANCORP INVESTMENTS, INC.

SAINT PAUL, Minnesota·25 registered advisors·CRD# 17868
SEC# 801-681221644800-888-4700
01

Firm Overview

AUM
$15.9B
Regulatory assets under management
Employees
2307
Total firm employees
Advisors
25
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Other: 12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at U.S. BANCORP INVESTMENTS, INC.

25 registered advisors
Angela Alcorn O'leary
SAINT PAUL, Minnesota
Beth D Lawlor
SAINT PAUL, Minnesota
Daniel Joseph Mccormack
SAINT PAUL, Minnesota
Dorothy Ann Mitchel
SAINT PAUL, Minnesota
Eva Marie Schoenborn
SAINT PAUL, Minnesota
Gail Marie Van Horn
SAINT PAUL, Minnesota
James Bayle Kelligrew
SAINT PAUL, Minnesota
James Whang
SAINT PAUL, Minnesota
Jeffrey Adam Walter
SAINT PAUL, Minnesota
Jessica Suzanne Mcintosh
SAINT PAUL, Minnesota
Joel Ira Floum
SAINT PAUL, Minnesota
Karen Hutcheson Wimbish
SAINT PAUL, Minnesota
Kathleen Renee Odegaard
SAINT PAUL, Minnesota
Kenneth Steven Cameranesi
SAINT PAUL, Minnesota
Masood Ahmad
SAINT PAUL, Minnesota
Matthew Ryan Mccarthy
SAINT PAUL, Minnesota
Michael Francis Poell
SAINT PAUL, Minnesota
Scott Tyrone Ford
SAINT PAUL, Minnesota
Shannon Keith Clark
SAINT PAUL, Minnesota
Stephen Kyle Stegemeyer
SAINT PAUL, Minnesota
Stephen Lewis Philipson
SAINT PAUL, Minnesota
Stephen Ward Steiner
SAINT PAUL, Minnesota
Trudi Marie Buckley
SAINT PAUL, Minnesota
William Jefferson Stuart
SAINT PAUL, Minnesota
William John Iii Benjamin
SAINT PAUL, Minnesota
05

Office Locations

SAINT PAUL, Minnesota
25 advisors

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Data sourced from SEC Form ADV filings. U.S. BANCORP INVESTMENTS, INC. (CRD# 17868) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.