Eustis Habighorst, financial advisor Greeley CO

Eustis Habighorst

CRD Number: 5302600
Current Firm: U.s. Bancorp Investments, Inc.

Eustis Habighorst (CRD# 5302600) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Greeley, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Loveland, CO Aug 2023 - Current < 1
Secure Advisory Group, LLC Greeley, CO Mar 2019 - Aug 2023 4
Tcc Dairy Services Windsor, CO Jul 2017 - Mar 2019 1
Cuna Mutual Fort Collins, CO Sep 2017 - Jul 2018 < 1
Cuso Financial Services, LP San Diego, CA Jun 2009 - Aug 2017 8
Public Services Credit Union Fort Collins, CO Jun 2009 - Aug 2017 8
Cuso Financial/pscu Fort Collins, CO Mar 2009 - Aug 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Eustis G. Habighorst
Phone Number: 800-888-4700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
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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