Cory Wright, financial advisor Madison WI
90 score

Cory Wright

CRD Number: 5951404
Current Firm: U.s. Bancorp Investments, Inc.

Cory Wright (CRD# 5951404) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Madison, WI 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. Madison, WI Jul 2011 - Current 5
Kohls Madison, WI Apr 2011 - Jun 2011 < 1
U.s. Bank Madison, WI Mar 2010 - Jun 2011 1
U.s. Bank Rockford, IL Feb 2008 - Mar 2010 2
Northern Illinois University Dekalb, IL Aug 2007 - Dec 2009 2
U.p.s. Rockford, IL Oct 2005 - Feb 2009 3
Simmetry Communication Quincy, IL Feb 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Cory L. Wright
Phone Number: 800-888-4700
Registered State(s):
  • WI
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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