U.S Bancorp Investments, Inc.
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
FINTRXOverview
U.S. Bancorp Investments, Inc. is a corporate brokerage and custody entity registered with the SEC since 1986. Its regulatory classifications identify it as a qualified custodian, bank broker‑dealer and investment bank; the firm is owned as a domestic entity/individual and is not characterized as a capital allocator. The snapshot data flags the firm as an active ESG investor. It is not listed as a multi‑state adviser, newly formed adviser, pension consultant, or a related adviser. The regulatory profile and custodial designation suggest the firm’s core activities center on custody and brokerage services alongside investment banking capabilities rather than acting primarily as a discretionary allocator. The firm’s ESG designation indicates environmental, social or governance factors are part of its stated public investment orientation.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
3 of 4
Stephen Steiner
Chief Operating OfficerCRD 2259345
Ronald Schumer
Chief Market Risk OfficerCRD 2671949
Brad Becker
Chief Operating OfficerCRD 5114424
Contacts
3 of 566
Nicholas Kenny
Relationship ManagerCRD 5093918

Victor Salinas
Fixed Income Compliance ManagerCRD 5105498

Daniel Jokela
Risk ManagementCRD 4414518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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