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Cory Allen Verhaalen

U.s. Bancorp Investments, Inc.

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About Cory Allen Verhaalen

Cory Allen Verhaalen is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Cory has been in the financial industry since 2014. Cory has a Series 6, Series 7, Series 63, and Series 65 license. Cory is registered in the state of Wisconsin. Cory is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Cory's firm specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Cory is committed to providing clients with personalized investment advice and solutions that meet their individual needs and goals.

Firm Information

Cory Verhaalen 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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Cory Verhaalen’s Registration & Firm History

WI

08/29/2017 - Present

U.s. Bancorp Investments, Inc. (Menomonee Falls WI)

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Licenses & Designations

IA

Issued 08/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/23/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cory Allen Verhaalen.
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