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Alexander Francis Leri

U.s. Bancorp Investments, Inc.

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About Alexander Francis Leri

Alexander Leri is a registered investment advisor representative with U.S. Bancorp Investments, Inc., a firm with offices in Pueblo, Colorado. Alexander Leri has been in the securities industry since March 2011 and has a variety of experience, including working with USAA Financial Advisors, Inc. in Colorado Springs, Colorado. Alexander Leri's current registrations include Series 63 and Series 65. He also holds Series 7, Series 9, Series 10, and SIE licenses.

Firm Information

Alexander Leri 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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Alexander Leri’s Registration & Firm History

CO

12/20/2023 - Present

U.s. Bancorp Investments, Inc. (Pueblo CO)

CO

05/23/2020 - 12/22/2023

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

CO

03/07/2011 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 01/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/07/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Francis Leri.
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