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Eric Peter Pifer

U.s. Bancorp Investments, Inc.

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About Eric Peter Pifer

Eric Peter Pifer is a financial advisor at U.S. Bancorp Investments, Inc. Eric has over 25 years of experience in the financial services industry. Eric's specializations include Asset Allocation, Investment Strategies, Retirement Planning, and College Savings. Eric has a wide range of experience serving the needs of high net worth individuals, corporations, and charitable organizations. Eric's primary focus is providing customized financial solutions and personalized service to help clients achieve their financial goals.

Firm Information

Eric Pifer 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 Pifer’s Registration & Firm History

OR

11/01/2021 - Present

U.s. Bancorp Investments, Inc. (Portland OR)

OR

01/25/2016 - 11/05/2021

WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)

OR

05/23/2014 - 02/02/2016

LPL FINANCIAL LLC (LAKE OSWEGO OR)

OR

10/01/2012 - 06/03/2014

J.P. MORGAN SECURITIES LLC (PORTLAND OR)

OR

06/16/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)

OR

02/20/2002 - 06/02/2010

PHILLIPS & COMPANY (PORTLAND OR)

OR

11/14/1996 - 09/05/2001

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

OR

07/11/1996 - 10/14/1996

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 03/04/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Peter Pifer.
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