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Amy Lyn Dunn

U.s. Bancorp Investments, Inc.

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About Amy Lyn Dunn

Amy Lyn Dunn is a financial advisor with over 13 years of experience in the financial services industry. Amy is a Registered Representative of U.S. Bancorp Investments, Inc., where she has been employed since December 2013. Amy previously held positions at LPL Financial LLC and First Tennessee Brokerage, Inc. Amy is licensed in Missouri. Amy holds Series 6, 26, and 63 licenses, and the SIE exam.

Firm Information

Amy Dunn 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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Amy Dunn’s Registration & Firm History

MO

12/23/2013 - Present

U.s. Bancorp Investments, Inc. (Chesterfield MO)

TN

02/18/2010 - 11/25/2013

LPL FINANCIAL LLC (JACKSON TN)

TN

12/04/2007 - 04/10/2008

FIRST TENNESSEE BROKERAGE, INC. (JACKSON TN)

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Licenses & Designations

BC

Issued 12/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Lyn Dunn.
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