Michael WeldonCRD Number: 5943322
Current Firm: U.s. Bancorp Investments, Inc.
Michael Weldon (CRD# 5943322) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Minneapolis, MN and has over 5 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|U.s. Bancorp Investments, Inc.||Minneapolis, MN||Apr 2013 - Current||3|
|U.s. Bank||Minneapolis, MN||Apr 2012 - Current||4|
|Stateless Software, LLC||Minneapolis, MN||Nov 2010 - Jun 2012||1|
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Jun 2011 - Apr 2012||< 1|
|Lancer Food Service||Apple Valley, MN||Jun 2010 - Jun 2011||1|
|Unemployed||Minnepolis, MN||Dec 2009 - Jun 2010||< 1|
|Thomson Reuters||Eagan, MN||Jun 2009 - Nov 2009||< 1|
|Lancer Food Service||Apple Valley, MN||May 2009 - Jun 2009||< 1|
|Dudley And Smith, P.a.||St. Paul, MN||Feb 2009 - May 2009||< 1|
|Unemployed||Minneapolis, MN||Sep 2008 - Feb 2009||< 1|
|University Of St. Thomas||Minneapolis, MN||May 2008 - Aug 2008||< 1|
|Unemployed||Minneapolis, MN||Jul 2007 - May 2008||< 1|
|Jewish Community Center Of San Francisco||San Francisco, MN||Feb 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 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
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