Devin PloesserCRD 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|U.s. Bancorp Investments, Inc.||Mission Viejo, CA||Jun 2015 - Current||2|
|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|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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