Donald Storm, financial advisor Pueblo CO
93 score

Donald Storm

CRD Number: 5555633
Current Firm: U.s. Bancorp Investments, Inc.

Donald Storm (CRD# 5555633) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Pueblo, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Pueblo, CO May 2012 - Current 4
Wayside Cross Gospel Rescue Mission Pueblo, CO Jan 2012 - May 2012 < 1
Farmers Insurance Pueblo West, CO Aug 2011 - Dec 2011 < 1
Unemployed Pueblo, CO Jul 2011 - Jul 2011 < 1
Edward Jones St. Louis, MO Jun 2008 - Jun 2011 3
Unemployed Pueblo, CO Oct 2007 - Jun 2008 < 1
Pueblo Country Club Pueblo, CO Apr 2007 - Sep 2007 < 1
Unemployed Pueblo, CO Jan 2007 - Mar 2007 < 1
Pcc Courtside Tennis Pueblo, CO Jan 2005 - Dec 2006 1
Colorado State Republican Party Denver, CO Jun 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Donald M. Storm
Phone Number: 800-888-4700
Registered State(s):
  • CO
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
93
Clean Record
This advisor has a clean track record with regulators.

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