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Daniel Phillip Winter

U.s. Bancorp Investments, Inc.

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About Daniel Phillip Winter

Daniel Phillip Winter is a financial advisor with U.S. Bancorp Investments, Inc. with over 10 years of experience in the financial services industry. Daniel is registered to offer investment advisory services in Wisconsin and also holds licenses to sell securities in Wisconsin. Daniel has extensive experience providing financial advice to individuals, businesses, and charitable organizations. Daniel holds the Series 6, 7, and 66 licenses as well as the SIE certification. Daniel specializes in providing investment advice, financial planning, and portfolio management services.

Firm Information

Daniel Winter 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 Winter’s Registration & Firm History

WI

05/09/2013 - Present

U.s. Bancorp Investments, Inc. (Sheboygan WI)

MN

05/13/2003 - 06/02/2005

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Phillip Winter.
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