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Daniel Heath Terrall

U.s. Bancorp Investments, Inc.

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About Daniel Heath Terrall

Daniel Terrall is a financial advisor with U.S. Bancorp Investments, Inc. Daniel has been in the industry for over 16 years and has held several positions with different firms before joining U.S. Bancorp Investments, Inc. in 2016. Daniel has been a Registered Representative for over 17 years. Daniel is licensed to provide advisory services in 19 states and has passed the Series 66 and Series 7 exams. Daniel specializes in providing financial planning, portfolio management, and publication of periodicals to a diverse clientele, including high-net-worth individuals, individuals other than high-net-worth, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.

Firm Information

Daniel Terrall 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 Terrall’s Registration & Firm History

OR

02/11/2025 - Present

U.s. Bancorp Investments, Inc. (Hillsboro OR)

OR

01/03/2011 - 10/05/2016

WELLS FARGO ADVISORS, LLC (PORTLAND OR)

OR

12/10/2009 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)

OR

06/06/2006 - 12/15/2009

UBS FINANCIAL SERVICES INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 08/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Heath Terrall.
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