U.s. Bancorp Investments, Inc.

U.s. Bancorp Investments, Inc. (CRD# 17868) is a financial advisory firm headquartered in Saint Paul, MN. They manage $5,065,077,962 in 24,670 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,065
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at U.s. Bancorp Investments, Inc.
Showing 1 - 10 of 780 top financial advisors.
1
Ronald E. Barnette
CRD#: 4542577
7300 S.w. Terwilliger Boulevard, Portland, OR 97219
96
Wealthminder
score

Ronald Barnette (CRD# 4542577) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Portland, OR and has over 14 years of experience in the finance industry. Ronald Barnette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric M. Broda
CRD#: 5513725
605 Flatiron Marketplace Dr, Broomfield, CO 80020
96
Wealthminder
score

Eric Broda (CRD# 5513725) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Broomfield, CO and has over 8 years of experience in the finance industry.

3
Carole S. Buller
CRD#: 2555646
15830 Franklin Trail S.e., Prior Lake, MN 55372
96
Wealthminder
score

Carole Buller (CRD# 2555646) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Prior Lake, MN and has over 13 years of experience in the finance industry. Carole Buller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Roman N. Catli
CRD#: 3084224
1420 5th Avenue, Seattle, WA 98101
96
Wealthminder
score

Roman Catli (CRD# 3084224) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Seattle, WA and has over 18 years of experience in the finance industry. Roman Catli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charles F. Fellows
CRD#: 5414842
425 Walnut Street, Cincinnati, OH 45202
96
Wealthminder
score

Charles Fellows (CRD# 5414842) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry. Charles Fellows has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Eileen M. Kim
CRD#: 1886469
2845 Linden Ct, Loveland, CO 80538
96
Wealthminder
score

Eileen Kim (CRD# 1886469) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Loveland, CO and has over 22 years of experience in the finance industry. Eileen Kim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Peter J. Medin
CRD#: 5310764
2650 East County Road E., White Bear Lake, MN 55110
96
Wealthminder
score

Peter Medin (CRD# 5310764) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in White Bear Lake, MN and has over 9 years of experience in the finance industry. Peter Medin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brad R. Parker
CRD#: 4258472
2401 Utah Ave S, Seattle, WA 98134
96
Wealthminder
score

Brad Parker (CRD# 4258472) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Seattle, WA and has over 5 years of experience in the finance industry. Brad Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Heather D. Patrek
CRD#: 4783007
800 Nicollet Mall, Minneapolis, MN 55402
96
Wealthminder
score

Heather Patrek (CRD# 4783007) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Minneapolis, MN and has over 12 years of experience in the finance industry. Heather Patrek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Bryan J. Polley
CRD#: 4430722
800 Nicollet Mall, Minneapolis, MN 55402
96
Wealthminder
score

Bryan Polley (CRD# 4430722) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Minneapolis, MN and has over 14 years of experience in the finance industry. Bryan Polley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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