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John Matthew Pierce

U.s. Bancorp Investments, Inc.

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About John Matthew Pierce

John Matthew Pierce is a financial advisor with over 20 years of experience in the industry. John has held previous positions at Fidelity Brokerage Services LLC, Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., LPL Financial LLC, BBVA Securities Inc., BOSC, INC., Bancwest Investment Services, Inc., and H&R Block Financial Advisors, Inc. Currently, John is registered with U.s. Bancorp Investments, Inc. as a Registered Representative and Investment Advisor Representative in Arizona, Colorado, New Mexico, and Ohio. John has a strong background in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

John Pierce 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 Pierce’s Registration & Firm History

CO

01/18/2023 - Present

U.s. Bancorp Investments, Inc. (Denver CO)

CO

08/27/2021 - 01/18/2023

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

09/20/2019 - 06/08/2021

CETERA ADVISOR NETWORKS LLC (GREENWOOD VILLAGE CO)

CO

04/29/2019 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (GREENWOOD VILLAGE CO)

CO

12/03/2015 - 05/14/2019

LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)

CO

08/16/2013 - 12/07/2015

BBVA SECURITIES INC. (DENVER CO)

CO

08/08/2012 - 07/25/2013

BOSC, INC. (DENVER CO)

CO

01/26/2012 - 08/08/2012

BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)

CO

04/09/2008 - 01/24/2012

BOSC, INC. (DENVER CO)

NM

03/13/2001 - 04/15/2008

H&R BLOCK FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)

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Licenses & Designations

IA

Issued 08/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Matthew Pierce. Review regulatory record here.
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