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Josef Peter Mehle

U.s. Bancorp Investments, Inc.

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About Josef Peter Mehle

Josef Peter Mehle is a financial advisor with U.s. Bancorp Investments, Inc. Josef has been a financial advisor for over 10 years. He holds the Series 63 and Series 65 licenses and is registered with the state of Minnesota, as well as 51 other states and territories. Josef is also registered with FINRA and the SEC. His areas of specialization include retirement planning, investment management, college savings, and estate planning.

Firm Information

Josef Mehle 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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Josef Mehle’s Registration & Firm History

MN

09/25/2018 - Present

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

MN

05/29/2014 - 09/11/2018

CRI SECURITIES, LLC (MINNEAPOLIS MN)

MN

05/29/2014 - 09/11/2018

SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

07/05/2012 - 02/14/2014

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josef Peter Mehle.
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