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Christopher Mark Herrera

U.s. Bancorp Investments, Inc.

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About Christopher Mark Herrera

Christopher Herrera is a financial advisor who has been in the industry since June 2012. Christopher is currently registered with U.S. Bancorp Investments, Inc., and has previous experience with Jackson National Life Distributors LLC and Transamerica Financial Advisors, Inc. Christopher has both Series 7 and Series 66 licenses and holds registrations in multiple states. Christopher specializes in financial planning, portfolio management for businesses and individuals, and providing educational seminars.

Firm Information

Christopher Herrera 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 Herrera’s Registration & Firm History

AZ

07/09/2015 - Present

U.s. Bancorp Investments, Inc. (Scottsdale AZ)

CO

06/23/2014 - 06/03/2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CO

09/26/2012 - 04/17/2014

U.S. BANCORP INVESTMENTS, INC. (AURORA CO)

CA

02/07/2012 - 08/08/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (WOODLAND HILLS CA)

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Licenses & Designations

BOTH

Issued 05/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Mark Herrera.
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