Benjamin Bird, financial advisor Salt Lake City UT

Benjamin Bird

CRD Number: 5722859
Current Firm: U.s. Bancorp Investments, Inc.

Benjamin Bird (CRD# 5722859) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Salt Lake City, UT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Salt Lake City, UT May 2023 - Current < 1
Cuso Financial Services, LP San Diego, CA Jan 2019 - May 2023 4
Key Investment Services LLC Tremonton, UT Mar 2015 - Nov 2018 3
Key Bank Tremonton, UT Jun 2009 - Nov 2018 9
Key Investment Services Tremonton, UT Oct 2009 - Mar 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Benjamin J. Bird
Phone Number: 800-888-4700
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
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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