Devin Ploesser, financial advisor Laguna Niguel CA
90 score

Devin Ploesser

CRD Number: 5973755
Current Firm: U.s. Bancorp Investments, Inc.

Devin Ploesser (CRD# 5973755) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Laguna Niguel, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Mission Viejo, CA Jun 2015 - Current 1
Edward Jones St Louis, MO Sep 2011 - Jun 2015 3
Bank Of America Home Loans Fenton, MO May 2006 - Aug 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Devin W. Ploesser
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
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)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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