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Degar Inger Ro

U.s. Bancorp Investments, Inc.

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About Degar Inger Ro

Degar Inger Ro is a financial advisor registered with U.S. Bancorp Investments, Inc. and currently has active registrations in both broker-dealer and investment adviser capacities. Degar has been in the financial services industry since May 2017. Degar holds the Series 66, 63, 7TO, and SIE exams. Degar has a specialization in 1, 4, 5, 6, and 9, and has been actively involved in the Arizona financial market since 2022. Degar also serves as a notary public for the state of Arizona, providing pro bono notary services to members of their church.

Firm Information

Degar Ro 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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Degar Ro’s Registration & Firm History

AZ

03/27/2024 - Present

U.s. Bancorp Investments, Inc. (Tempe AZ)

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Licenses & Designations

BOTH

Issued 03/20/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Degar Inger Ro.
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