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Andrea Elizabeth West

U.s. Bancorp Investments, Inc.

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About Andrea Elizabeth West

Andrea Elizabeth West is an active Registered Representative and Investment Advisor Representative in the state of Iowa. Andrea is registered with U.s. Bancorp Investments, Inc., with a branch office located in Sioux City, Iowa. Andrea specializes in providing financial planning and investment advice to a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Andrea has been in the financial industry for over ten years, with her most recent employment at U.S. Bancorp Investments, Inc.

Firm Information

Andrea West 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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Andrea West’s Registration & Firm History

IA

02/05/2025 - Present

U.s. Bancorp Investments, Inc. (Sioux City IA)

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Licenses & Designations

BOTH

Issued 09/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Elizabeth West.
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