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Curtis Lee Wagner

U.s. Bancorp Investments, Inc.

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About Curtis Lee Wagner

Curtis Wagner is a financial advisor with U.S. Bancorp Investments, Inc. located in Minneapolis, Minnesota. Curtis has over 20 years of experience in the financial services industry. Curtis is registered with FINRA and holds the Series 7, Series 63 and SIE licenses. Curtis specializes in financial planning, portfolio management for individuals and businesses and publication of periodicals. Curtis is also registered with the state of Minnesota.

Firm Information

Curtis Wagner 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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Curtis Wagner’s Registration & Firm History

MN

04/30/2020 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

MN

01/25/2019 - 04/08/2020

CETERA ADVISOR NETWORKS LLC (PLYMOUTH MN)

MN

08/02/2017 - 07/27/2018

QUESTAR CAPITAL CORPORATION (ST. LOUIS PARK MN)

NY

11/30/2015 - 09/07/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

MN

11/03/2011 - 08/17/2015

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

01/01/2007 - 08/04/2011

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

06/17/2003 - 01/01/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/17/2003 - 12/31/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

08/28/1999 - 11/05/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/28/1999 - 11/05/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Lee Wagner.
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