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Eric John Sundell

U.s. Bancorp Advisors, LLC

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About Eric John Sundell

Eric Sundell is a financial advisor at U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc., both based in Glendale, CA. Eric has been in the financial industry since 2003 and holds Series 7, SIE and Series 63 licenses. He is also registered to offer investment advice in California and Minnesota. Eric's expertise includes portfolio management for businesses and individuals.

Firm Information

Eric Sundell is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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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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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Eric Sundell’s Registration & Firm History

CA

12/12/2023 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

MN

03/25/2017 - 09/27/2018

MML INVESTORS SERVICES, LLC (Minneapolis MN)

MN

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (MINNETONKA MN)

MN

10/09/2003 - 01/02/2015

NEW ENGLAND SECURITIES (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric John Sundell.
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