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 broker‑dealer and qualified custodian that has been SEC‑registered since 1986. The firm is organized as a corporation with domestic entity and individual ownership interests. Its regulatory classification in the snapshot identifies roles as a qualified custodian, an investment bank, and a bank broker‑dealer. The firm is described as an active ESG investor and, by the snapshot, does not act as a capital allocator. The available profile does not include fee schedules, a client‑type breakdown, or a detailed list of advisory activities. It is not listed as a multi‑state adviser in the snapshot and is not identified as a pension consultant or a related adviser.
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 5
Stephen Steiner
Chief Operating OfficerCRD 2259345
Brad Becker
Chief Operating OfficerCRD 5114424

Shannon Clark
Chief Finance OfficerCRD 5829700
Contacts
3 of 566William Loftus
Accounting ManagerCRD 4876892
Anthony Magnarini
Operations SpecialistCRD 5982954
Stephen Burch
Senior Vice President, Relationship ManagerCRD 5169594
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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