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Craig David Trevelyan

U.s. Bancorp Investments, Inc.

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About Craig David Trevelyan

Craig David Trevelyan is a financial advisor registered with U.S. Bancorp Investments, Inc., a firm with offices in Saint Paul, MN. Craig has been in the industry since 2002 and has experience with investments in various sectors. Craig has a strong track record of providing personalized financial advice to individuals and families. In addition to his Series 7, 63, and 66 licenses, Craig also holds the SIE license. He is well-equipped to assist clients with their investment planning and other financial needs.

Firm Information

Craig Trevelyan 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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Craig Trevelyan’s Registration & Firm History

IL

04/12/2023 - Present

U.s. Bancorp Investments, Inc. (CHICAGO IL)

IL

12/06/2007 - 03/21/2016

FIFTH THIRD SECURITIES, INC. (WESTMONT IL)

FL

06/05/2003 - 11/26/2007

FIFTH THIRD SECURITIES, INC. (NAPLES FL)

MN

10/21/2002 - 04/02/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/21/2002 - 04/02/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/12/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/17/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig David Trevelyan.
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