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 classified as a bank broker-dealer and custodian rather than a capital allocator, and its ownership is reported as a mix of domestic entity and individual stakeholders. The dataset flags the firm as an active ESG investor; other advisory characteristics such as fee structure and detailed advisory activities are not provided.
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 4Stephen Steiner
Chief Operating OfficerCRD 2259345
Shannon Clark
Chief Finance OfficerCRD 5829700
Ronald Schumer
Chief Market Risk OfficerCRD 2671949
Contacts
3 of 558Michael Dziedzic
Senior Vice PresidentCRD 4798365
Jessica Jacobson
ComplianceCRD 5733108
Anthony Magnarini
Operations SpecialistCRD 5982954
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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