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Daniel Ray Doering

U.s. Bancorp Investments, Inc.

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About Daniel Ray Doering

Daniel Ray Doering is a financial advisor in Sioux Falls, SD, registered with U.S. Bancorp Investments, Inc. Daniel's professional experience includes working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Daniel focuses on providing financial planning and investment management services. Daniel is also a registered representative with U.S. Bancorp Investments, Inc. Daniel has been in the financial services industry since 2012 and has a broad range of experience with investment products and strategies.

Firm Information

Daniel Doering 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 Doering’s Registration & Firm History

SD

01/20/2023 - Present

U.s. Bancorp Investments, Inc. (Sioux Falls SD)

AZ

02/20/2020 - 10/04/2022

J.P. MORGAN SECURITIES LLC (PEORIA AZ)

CA

05/02/2001 - 08/24/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

09/26/1997 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2020

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Ray Doering.
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