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Daniel Allen Carlson

U.s. Bancorp Investments, Inc.

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About Daniel Allen Carlson

Daniel Carlson is a financial advisor with U.S. Bancorp Investments, Inc. based in Bloomington, Minnesota. Daniel has been in the industry since 2003. His firm provides investment advisory services to individuals, families, and institutions. U.S. Bancorp Investments is a large investment advisor with approximately $1 billion to $10 billion in assets under management. The firm has a strong track record of providing quality investment advice and services to its clients. Daniel Carlson specializes in providing financial planning, portfolio management, and other investment-related services.

Firm Information

Daniel Carlson 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 Carlson’s Registration & Firm History

MN

01/27/2014 - Present

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

NY

06/03/2003 - 04/30/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 06/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Allen Carlson.
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