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Dawn Marie Burden

U.s. Bancorp Investments, Inc.

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About Dawn Marie Burden

Dawn Burden is an investment advisor representative with U.S. Bancorp Investments, Inc. Dawn has been in the financial industry since June 2, 1998 and holds licenses in both Illinois and Missouri. Dawn has held previous roles with Firstar Investment Services, Inc. and Mercantile Investment Services, Inc..

Firm Information

Dawn Burden 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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Dawn Burden’s Registration & Firm History

IL

04/06/2006 - Present

U.s. Bancorp Investments, Inc. (Fairview Heights IL)

NJ

01/03/2000 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MO

06/03/1998 - 01/03/2000

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/19/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Marie Burden.
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