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Joshua Keith Hennen

U.s. Bancorp Investments, Inc.

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About Joshua Keith Hennen

Joshua Keith Hennen is a financial advisor at U.S. Bancorp Investments, Inc., located in Minneapolis, Minnesota. Joshua has been in the financial industry since 2009. Joshua holds Series 7, Series 24 and SIE licenses. Joshua's previous experience was with Ameriprise Financial Services, Inc. Joshua focuses on providing financial planning, portfolio management, and publication of periodicals. Joshua primarily serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Firm Information

Joshua Hennen 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 Hennen’s Registration & Firm History

MN

08/15/2017 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

MN

03/11/2008 - 03/08/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

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Licenses & Designations

BC

Issued 12/21/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Keith Hennen.
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