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Adam Gerald Elg

U.s. Bancorp Investments, Inc.

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About Adam Gerald Elg

Adam Elg is a financial advisor at U.S. Bancorp Investments, Inc. based in Minneapolis, MN. Adam has been in the financial services industry since 2011 and has experience with various investment products and services. Adam holds Series 6, 7, 63 and SIE licenses as well as a Series 24 principal license. Adam has previously worked for RBC Capital Markets, LLC and Ameriprise Financial Services, Inc.

Firm Information

Adam Elg is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Adam Elg’s Registration & Firm History

MN

11/26/2018 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

MN

01/20/2017 - 06/20/2017

RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

MN

01/27/2016 - 10/10/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

06/19/2013 - 07/17/2014

NEW ENGLAND SECURITIES (MINNEAPOLIS MN)

MN

10/19/2011 - 04/11/2013

NEW ENGLAND SECURITIES (MINNETONKA MN)

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Licenses & Designations

BC

Issued 11/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2024

Series 24 - General Securities Principal Examination

BC

Issued 06/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Gerald Elg.
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