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Joshua Dirk Boomsma

U.s. Bancorp Investments, Inc.

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About Joshua Dirk Boomsma

Joshua Dirk Boomsma is a financial advisor with U.S. Bancorp Investments, Inc. Joshua has been in the financial services industry since June 13, 2010. Joshua has a Series 66, Series 7, and SIE licenses. Joshua's past employment includes Wells Fargo Clearing Services, LLC and Edward Jones. Joshua is registered in Iowa, Texas, Arizona, Colorado, Indiana, Kansas, Missouri, Nebraska, Nevada, North Carolina, Ohio, South Dakota, and Washington. Joshua also owns and manages a rental property in Arnolds Park, IA.

Firm Information

Joshua Boomsma 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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Joshua Boomsma’s Registration & Firm History

IA

06/10/2024 - Present

U.s. Bancorp Investments, Inc. (Sioux City IA)

IA

12/07/2015 - 08/04/2022

WELLS FARGO CLEARING SERVICES, LLC (SIOUX CITY IA)

IA

06/14/2010 - 12/08/2015

EDWARD JONES (SIOUX CITY IA)

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Licenses & Designations

BOTH

Issued 06/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Dirk Boomsma. Review regulatory record here.
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