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Daniel Alan Folie

U.s. Bancorp Investments, Inc.

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About Daniel Alan Folie

Daniel Alan Folie is a financial advisor with over 10 years of experience in the industry. Daniel is currently registered with U.s. Bancorp Investments, Inc. and has been with the firm since January 2011. Daniel has been a registered representative since October 2009, having previously worked with Ameriprise Financial Services, Inc. Daniel holds the Series 7, Series 24, and Series 63 licenses as well as the SIE exam. Daniel is registered in Arkansas, Minnesota, and Wisconsin. Daniel specializes in providing financial planning, portfolio management, and investment advice for individuals, businesses, and institutions. Daniel is committed to helping clients achieve their financial goals.

Firm Information

Daniel Folie 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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Daniel Folie’s Registration & Firm History

MN

01/21/2011 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

MN

10/13/2009 - 11/30/2010

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Alan Folie.
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