U.S. Bancorp Investments, Inc.
Company Overview
Keywords
Description
U.S. Bancorp Investments offers a broad range of services including retail brokerage, investment advisory services and insurance. The Business Owner Advisory Services team also provides merger and acquisition advisory services. Advisors at U.S. Bancorp Investments assist clients with financial planning, investment management, and insurance services to help them achieve their financial goals. The company emphasizes transparency and ethical decision-making, always focusing on what is best for the client. With online investing options like Automated Investor and self-directed brokerage accounts, clients have the flexibility to customize their investment experience. U.S. Bancorp Investments designs personalized strategies to help clients create, grow, and protect their wealth, tailored to their unique situations. The company's dedication to helping clients achieve financial clarity and confidence sets them apart in the industry.
Funding History
| Date | Round | Amount | Lead Investors |
|---|---|---|---|
| Aug 3, 2023 | Post-IPO Debt | $936,000,000 | Mitsubishi UFJ Financial Group |
Technology Stack
+204 more technologies
Key Employees
View AllFind Executive job changes at U.S. Bancorp Investments, Inc.
Frequently Asked Questions
Employee Statistics
By Seniority
Key People
Steve Steiner
Chief Operating Officer and Head of Clearing
Maple Plain, Minnesota
LinkedInJustin Robertson
Wealth Management Advisor / Vice President
North Royalton, Ohio
LinkedInJim B
Senior Vice President / Wealth Management Market Leader
Chicago, Illinois
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