Michael Quimby, financial advisor Boulder CO
93 score

Michael Quimby

CRD Number: 1337720
Current Firm: U.s. Bancorp Investments, Inc.

Michael Quimby (CRD# 1337720) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Boulder, CO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Boulder, CO May 2014 - Current 3
Wells Fargo Advisors LLC Greenwood Village, CO Jan 2011 - May 2014 3
Wells Fargo Investments, LLC Greenwood Village, CO Jul 2007 - Jan 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Michael S. Quimby
Phone Number: 800-888-4700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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