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Daniel Joseph Curtis

U.s. Bancorp Investments, Inc.

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About Daniel Joseph Curtis

Daniel Joseph Curtis is a financial advisor registered in California since 2007. Daniel Curtis is currently affiliated with U.S. Bancorp Investments, Inc.. Prior to joining U.S. Bancorp Investments, Inc. in February of 2022, Daniel Curtis has worked with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC and Wells Fargo Bank, N.A.. Daniel Curtis has passed the Series 66, Series 7 and SIE exams. Daniel Curtis specializes in providing portfolio management for individuals and businesses, financial planning, educational seminars, selection of other advisors, and publication of periodicals.

Firm Information

Daniel Curtis 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 Curtis’s Registration & Firm History

CA

03/25/2022 - Present

U.s. Bancorp Investments, Inc. (Torrance CA)

CA

08/31/2010 - 08/03/2021

WELLS FARGO CLEARING SERVICES, LLC (EL SEGUNDO CA)

CA

08/23/2007 - 08/31/2010

WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 08/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Curtis.
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