Chad Sann, financial advisor Gresham OR

Chad Sann

CRD Number: 6889313
Current Firm: U.s. Bancorp Investments, Inc.

Chad Sann (CRD# 6889313) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Gresham, OR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Gresham, OR Mar 2019 - Current 1
U.s. Bank Gresham, OR Mar 2019 - Current 1
Alpha Media Usa LLC Portland, OR Jan 2013 - Current 7
Key Investment Services Portland, OR Dec 2017 - Mar 2019 1
Keybank Portland, OR May 2017 - Mar 2019 1
Unemployed Troutdale, OR Jan 2017 - May 2017 < 1
Consolidated Community Credit Union Portland, OR Oct 2015 - Jan 2017 1
Keybank Troutdale, OR Feb 2013 - Oct 2015 2
Unemployed Gresham, OR Dec 2011 - Feb 2013 1
Safeway Albany, OR Jun 2005 - Dec 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2018
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Chad P. Sann
Phone Number: 800-888-4700
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    8,989
    MILLIONS
  • Total Number of Accounts
    42,344
    ACCOUNTS
  • Average Account Value
    $212,275
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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