U.S Bancorp Investments, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
566
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 corporate, bank-affiliated broker-dealer and qualified custodian that has been SEC-registered since 1986. The firm sits inside the U.S. Bancorp ecosystem as an investment bank and custodian arm rather than operating primarily as an independent capital allocator. It reports being an active ESG investor. The firm’s filings indicate it is not a multi-state registered investment adviser, is not newly formed, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 44%, Cash & Cash Equivalents 4%, State & Local Bonds 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds44%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Owners & executives

3 of 5
  • Stephen Steiner

    Stephen Steiner

    Chief Operating OfficerCRD 2259345

  • Brad Becker

    Chief Operating OfficerCRD 5114424

  • Shannon Clark

    Shannon Clark

    Chief Finance OfficerCRD 5829700

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Contacts

3 of 561

  • William Loftus

    Accounting ManagerCRD 4876892

  • Anthony Magnarini

    Operations SpecialistCRD 5982954

  • Stephen Burch

    Stephen Burch

    Senior Vice President, Relationship ManagerCRD 5169594

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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