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David Jared Anderson

U.s. Bancorp Investments, Inc.

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About David Jared Anderson

David Anderson is a financial advisor with U.S. Bancorp Investments, Inc. David has been working in the financial services industry since April 2006. David has held licenses in 27 states and is currently licensed in Minnesota and Texas. David is a Registered Representative with FINRA and the State of Minnesota. David has passed the Series 7, Series 9, Series 10, and Series 66 exams. David is a specialist in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

David Anderson 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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David Anderson’s Registration & Firm History

MN

06/10/2024 - Present

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

MN

11/07/2011 - 04/30/2012

ASSOCIATED INVESTMENT SERVICES, INC. (SAVAGE MN)

MN

01/03/2011 - 11/07/2011

WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)

MN

05/01/2006 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/13/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Jared Anderson. Review regulatory record here.
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