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Chad Dale Marlow

U.s. Bancorp Investments, Inc.

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About Chad Dale Marlow

Chad Dale Marlow is a financial advisor registered with U.S. Bancorp Investments, Inc. in Minneapolis, Minnesota. Chad Dale Marlow is also a registered principal with Series 26. Chad Dale Marlow has been working in the financial industry since 2000. Chad Dale Marlow's previous employers include BANC OF AMERICA INVESTMENT SERVICES, INC. in McLean, VA and U.S. BANCORP INVESTMENTS, INC. in Saint Paul, MN. Chad Dale Marlow holds Series 6, Series 7TO and SIE licenses.

Firm Information

Chad Marlow 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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Chad Marlow’s Registration & Firm History

MN

09/08/2010 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

VA

05/26/2004 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)

MN

06/06/2000 - 11/14/2003

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

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Licenses & Designations

BC

Issued 08/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Dale Marlow.
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