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
Custodians
U.S. BANCORP INVESTMENTS, INC.

Firm profile

FINTRX

Overview

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

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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 566
  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth