Tami Wattnem, financial advisor Saint Cloud MN

Tami Wattnem

CRD Number: 6640232
Current Firm: U.s. Bancorp Investments, Inc.

Tami Wattnem (CRD# 6640232) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Cloud, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. St. Cloud, MN Sep 2017 - Current 3
Nylife Securities LLC Omaha, NE Dec 2016 - Sep 2017 < 1
New York Life Insurance Company Omaha, NE Apr 2016 - Sep 2017 1
Avera Sacred Heart Hospital Yankton, SD Sep 2014 - Sep 2017 3
Homemaker Omaha, NE Mar 2007 - Sep 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Tami E. Wattnem
Phone Number: 800-888-4700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    8,989
    MILLIONS
  • Total Number of Accounts
    42,344
    ACCOUNTS
  • Average Account Value
    $212,275
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)
  • Publication of periodicals or newsletters
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, WY

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