Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eustis? Claim Your ProfileEustis Habighorst is a financial advisor with U.S. Bancorp Investments, Inc. Eustis has been in the financial industry since 2007 and is licensed to provide financial services in Colorado, Arizona, Arkansas, Montana, Texas, Wisconsin, and Wyoming. Eustis' specializations include fixed income, mutual funds, equities, options, and variable annuities. Eustis has been associated with U.S. Bancorp Investments, Inc. since August 2023. Eustis was previously registered with ST. BERNARD FINANCIAL SERVICES, INC., CUNA BROKERAGE SERVICES, INC., CUSO FINANCIAL SERVICES, L.P. and THRIVENT INVESTMENT MANAGEMENT INC.. Eustis is currently active in the financial industry as an investment advisor representative. Eustis also owns a long-term rental property in Greeley, CO, and works as a fitness instructor at Chuze Fitness in Loveland, CO.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (Greeley CO)
CO
07/23/2019 - 08/28/2023
ST. BERNARD FINANCIAL SERVICES, INC. (Greeley CO)
CO
09/12/2017 - 07/25/2018
CUNA BROKERAGE SERVICES, INC. (Fort Collins CO)
CO
06/29/2009 - 08/31/2017
CUSO FINANCIAL SERVICES, L.P. (FORT COLLINS CO)
CO
06/08/2007 - 07/07/2009
THRIVENT INVESTMENT MANAGEMENT INC. (LOVELAND CO)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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