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Andrew Roy Dale

U.s. Bancorp Investments, Inc.

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About Andrew Roy Dale

Andrew Dale is a financial advisor at U.S. Bancorp Investments, Inc. Andrew has been working in the financial industry since 2007. Andrew holds licenses in a variety of states and has passed numerous exams, including the Series 66, Series 7, and SIE. Andrew specializes in providing financial advice to individuals and businesses and has a proven track record of success. Andrew is committed to helping clients reach their financial goals and provides personalized service to meet each client's individual needs.

Firm Information

Andrew Dale 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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Andrew Dale’s Registration & Firm History

MN

11/21/2013 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

MN

05/17/2007 - 11/07/2008

WELLS FARGO INVESTMENTS, LLC (MONTICELLO MN)

MN

06/07/2006 - 07/17/2006

THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)

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Licenses & Designations

BOTH

Issued 06/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Roy Dale.
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