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Christopher John Lewein

U.s. Bancorp Investments, Inc.

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About Christopher John Lewein

Christopher Lewein is a financial advisor at U.S. Bancorp Investments, Inc. Christopher has been in the industry since 2005 and has worked at BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. before joining U.S. Bancorp Investments, Inc. Christopher holds Series 66 and Series 7 licenses. Christopher is a member of the Veterans of Foreign Wars. Christopher is registered with the following states: Arizona, Arkansas, Colorado, Florida, Illinois, Minnesota, New Mexico, New York, North Carolina, Ohio, Oklahoma, Tennessee, Texas, and Wisconsin.

Firm Information

Christopher Lewein 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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Christopher Lewein’s Registration & Firm History

WI

06/02/2017 - Present

U.s. Bancorp Investments, Inc. (Milwaukee WI)

WI

08/01/2012 - 05/30/2017

BMO HARRIS FINANCIAL ADVISORS, INC. (WAUKESHA WI)

WI

08/01/2007 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MUSKEGO WI)

WI

03/29/2005 - 08/02/2007

THRIVENT INVESTMENT MANAGEMENT INC. (OCONOMOWOC WI)

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Licenses & Designations

BOTH

Issued 03/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Christopher John Lewein. Review regulatory record here.
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