U.S Bancorp Investments, Inc.

Broker-DealerFINRA MemberEst. 1986

Total AUM

—

Advisory reps

571

Avg account

$0

Firm details

Headquarters: Saint Paul, Minnesota
CRD number: 17868
Registered since: March 14, 1986
Website: www.usbank.com
Custodians: U.S. BANCORP INVESTMENTS, INC.

Firm profile

FINTRX

Overview

U.S Bancorp Investments, Inc. is a bank-affiliated broker-dealer and registered investment firm that also operates as a qualified custodian and investment bank. The firm has been SEC-registered since 1986. It is classified as a domestic corporation and is not identified as an independent capital allocator. The available data flags the firm as an active ESG investor, indicating ESG considerations are part of its investment approach, though specific ESG processes or products are not detailed in the source information.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities51%
Public Funds/Mutual Funds44%
Cash & Cash Equivalents4%
State & Local Bonds1%

Owners & executives

3 of 5

Stephen Steiner
Chief Operating OfficerCRD 2259345
Brad Becker
Chief Operating OfficerCRD 5114424
Shannon Clark
Chief Finance OfficerCRD 5829700

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Contacts

3 of 566

William Loftus
Accounting ManagerCRD 4876892
Anthony Magnarini
Operations SpecialistCRD 5982954
Stephen Burch
Senior Vice President, Relationship ManagerCRD 5169594

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Saint Paul, MN

Ramsey

Location

Saint Paul, MN

Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Ramsey
Address: 60 Livingston Ave
Time zone: CT (UTC-6)
Office locations

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