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Anton Klemens

U.s. Bancorp Investments, Inc.

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About Anton Klemens

Anton Klemens is a financial advisor registered with U.S. Bancorp Investments, Inc. Anton has been in the financial services industry since 2004 and holds a Series 66 license. Anton is also registered with the states of California, Oregon, and Washington. Anton's areas of expertise include retirement planning, investment management, and insurance. Anton is a financial professional with over 15 years of experience in the financial services industry.

Firm Information

Anton Klemens 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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Anton Klemens’s Registration & Firm History

OR

10/18/2010 - Present

U.s. Bancorp Investments, Inc. (Portland OR)

CA

12/13/2005 - 09/27/2010

LPL FINANCIAL CORPORATION (CHICO CA)

NY

02/05/2004 - 09/28/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

12/17/2003 - 12/19/2003

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

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Licenses & Designations

BOTH

Issued 04/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2012

Series 4 - Registered Options Principal Examination

BC

Issued 12/12/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/03/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Anton Klemens. Review regulatory record here.
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