U.S. BANCORP INVESTMENTS, INC.

60 Livingston Avenue
Ep-Mn-N2wc
Saint Paul, Minnesota 55107
Tel: 800-888-4700

About U.S. BANCORP INVESTMENTS, INC.

US BANCORP INVESTMENTS, INC, formally registered with the SEC as US BANCORP INVESTMENTS, INC. The firm was established in 07/23/2007. They have over 1645 offices throughout the country.

U.S. BANCORP INVESTMENTS, INC. is a Saint Paul, Minnesota based Financial Planning firm with nearly $15,874,717,608 assets under management, offering retirement planning & investment advisory services to 60028 clients. The firm is staffed with 2307 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	17868
SEC#	801-68122
Assets Managed by Firm	$15,874,717,608
No. of Clients	60028
No. of Advisors	2307

Fee Structure

A percentage of AUM
Other (12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	60028	$15,874,717,608
Individuals (other than high net worth individuals)	44990	$12,196,165,312
High net worth individuals	1792	$3,329,584,570
Pension and profit sharing plans	122	$101,433,925
Charitable organizations	59	$20,100,245
Corporations or other businesses	274	$180,616,784

More Retirement Planning firms in Saint Paul, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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