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John Edward Penshorn

U.s. Bancorp Investments, Inc.

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About John Edward Penshorn

John Edward Penshorn is a registered investment advisor representative with U.S. Bancorp Investments, Inc. John has been in the industry since June 25, 1979. John has a Series 7, Series 63, and Series 66 license. John also holds a Securities Industry Essentials (SIE) license. John has worked for several other firms over his career including First Command Financial Planning, Inc., UVEST Financial Services Group, Inc., IFMG Securities, Inc., TCF Investments, Inc., Charles Schwab & Co., Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, MetLife Securities Inc., Metropolitan Life Insurance Company, Dain Rauscher Incorporated, Tuschner & Company, Inc., Hamilton Investments, Inc., Craig-Hallum, Inc., J. P. Holdahl & Assoc., Inc., Equity Securities Trading Co., Inc., R. J. Steichen and Company, and Shaughnessy & Company, Inc.

Firm Information

John Penshorn 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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John Penshorn’s Registration & Firm History

MN

12/13/2013 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

MN

05/11/2009 - 12/23/2009

FIRST COMMAND FINANCIAL PLANNING, INC. (BLOOMINGTON MN)

MN

01/24/2008 - 09/12/2008

UVEST FINANCIAL SERVICES GROUP, INC. (SAINT PAUL MN)

MN

11/27/2006 - 02/05/2008

IFMG SECURITIES, INC. (SAINT PAUL MN)

MN

12/03/2004 - 12/31/2006

TCF INVESTMENTS, INC. (ROSEVILLE MN)

TX

03/07/2003 - 06/15/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

01/13/2003 - 02/10/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/13/2003 - 02/10/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MA

05/23/2001 - 01/16/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/23/2001 - 01/16/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

10/06/2000 - 05/25/2001

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

MN

10/07/1994 - 11/10/1999

TUSCHNER & COMPANY, INC. (ST. CLOUD MN)

NA

07/19/1993 - 07/13/1994

HAMILTON INVESTMENTS, INC.

NA

05/08/1991 - 07/19/1993

CRAIG-HALLUM, INC.

NA

05/27/1980 - 12/18/1990

CRAIG-HALLUM, INC.

NA

10/11/1978 - 01/28/1983

J. P. HOLDAHL & ASSOC., INC.

NA

01/16/1978 - 11/17/1978

EQUITY SECURITIES TRADING CO., INC.

NA

02/28/1977 - 01/09/1978

R. J. STEICHEN AND COMPANY

NA

09/22/1976 - 03/25/1977

SHAUGHNESSY & COMPANY, INC.

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Licenses & Designations

BOTH

Issued 05/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Edward Penshorn.
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