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Collin Andrew zachary Roll

U.s. Bancorp Investments, Inc.

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About Collin Andrew zachary Roll

Collin Roll is a financial professional with experience in the financial services industry. Collin has Series 7TO, Series 63, and SIE licenses. Collin is currently registered with U.S. Bancorp Investments, Inc. and has been in the industry since 2020. Collin is also a registered representative in Ohio. Prior to joining U.S. Bancorp Investments, Inc., Collin was employed at THRIVENT INVESTMENT MANAGEMENT INC. Collin is dedicated to providing clients with personalized financial advice and solutions.

Firm Information

Collin Roll 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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Collin Roll’s Registration & Firm History

OH

12/20/2021 - Present

U.s. Bancorp Investments, Inc. (Westerville OH)

OH

03/16/2020 - 06/25/2021

THRIVENT INVESTMENT MANAGEMENT INC. (Grandview OH)

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Licenses & Designations

BC

Issued 05/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Collin Andrew zachary Roll.
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