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Eric Paul Ward

U.s. Bancorp Investments, Inc.

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About Eric Paul Ward

Eric Ward is a financial advisor at U.S. Bancorp Investments, Inc. Eric has been in the financial services industry since 1998. He has a Series 7, 9, 10, 24, 63, 99TO and SIE license. Eric is registered with FINRA and in 22 states. Eric specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Publication of Periodicals, Selection of Other Advisers, Financial Planning and Portfolio Management for Investment Companies. He has been with U.S. Bancorp Investments, Inc. since 2021. Prior to joining U.S. Bancorp Investments, Inc. Eric was with CHARLES SCHWAB & CO., INC.

Firm Information

Eric Ward 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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Eric Ward’s Registration & Firm History

WA

11/22/2021 - Present

U.s. Bancorp Investments, Inc. (SPOKANE WA)

AZ

08/28/1998 - 08/16/2021

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BC

Issued 10/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2012

Series 24 - General Securities Principal Examination

BC

Issued 04/16/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/16/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Paul Ward.
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