Rachel Lee, financial advisor Eden Prairie MN

Rachel Lee

CRD Number: 6529362
Current Firm: U.s. Bancorp Investments, Inc.

Rachel Lee (CRD# 6529362) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Eden Prairie, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Eden Prairie, MN Jan 2019 - Current 3
Unemployed Edina, MN Aug 2018 - Dec 2018 < 1
Robert W Baird & Company, Incorporated Minnetonka, MN Nov 2017 - Aug 2018 < 1
Woodbury Financial Services Inc. Edina, MN Dec 2016 - Nov 2017 < 1
Pathway Financial Advisors Edina, MN Sep 2015 - Nov 2017 2
Parenting Edina, MN Nov 2012 - Sep 2015 2
Vee Corporation Minneapolis, MN Jul 2004 - Oct 2012 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Rachel A. Lee
Phone Number: 800-888-4700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    12,843
    MILLIONS
  • Total Number of Accounts
    48,357
    ACCOUNTS
  • Average Account Value
    $265,594
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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