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Chad Patrick Sann

U.s. Bancorp Investments, Inc.

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About Chad Patrick Sann

Chad Patrick Sann is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Chad has been working in the securities industry since February 14, 2018, and has a combined 2 years of experience. Chad holds FINRA Series 6, 7, 63, and 66 licenses, as well as the SIE Exam. Chad currently has a branch office location in Gresham, OR. Before joining U.S. Bancorp Investments, Inc., Chad worked at Key Investment Services LLC.

Firm Information

Chad Sann 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 Sann’s Registration & Firm History

OR

09/06/2019 - Present

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

OR

02/15/2018 - 03/19/2019

KEY INVESTMENT SERVICES LLC (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 09/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2018

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 Patrick Sann.
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