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Craig Evan Ward

U.s. Bancorp Investments, Inc.

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About Craig Evan Ward

Craig Evan Ward is a financial advisor at U.S. Bancorp Investments, Inc. in San Diego, CA. Craig has been in the financial services industry since June 2004 and has held previous roles at UNIONBANC INVESTMENT SERVICES, LLC and WELLS FARGO ADVISORS, LLC. Craig holds Series 66 and Series 7 licenses and has earned the SIE designation. Craig specializes in retirement planning, financial planning, and investment management.

Firm Information

Craig Ward 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 Ward’s Registration & Firm History

CA

06/02/2023 - Present

U.s. Bancorp Investments, Inc. (San Diego CA)

CA

10/04/2012 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (CARLSBAD CA)

CA

01/03/2011 - 08/14/2012

WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)

CA

04/23/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 07/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Evan Ward.
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