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Bola Hanna

U.s. Bancorp Investments, Inc.

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About Bola Hanna

Bola Hanna is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Bola Hanna's areas of expertise include retirement planning, financial planning and investment management. Bola Hanna is licensed in Arizona, Arkansas, California, Colorado, Idaho, Michigan, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington and Wyoming. Bola Hanna has been in the industry for 2+ years and has a total of 5 licenses, including Series 66, Series 63, Series 7TO, Series 6TO and SIE. The advisor currently works at the Lake Oswego, OR office of U.S. Bancorp Investments, Inc.

Firm Information

Bola Hanna 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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Bola Hanna’s Registration & Firm History

OR

01/22/2024 - Present

U.s. Bancorp Investments, Inc. (Lake Oswego OR)

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Licenses & Designations

BOTH

Issued 01/22/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/23/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bola Hanna.
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