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Juhl Scot Halvorson

U.s. Bancorp Investments, Inc.

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About Juhl Scot Halvorson

Juhl Halvorson is a financial advisor with U.S. Bancorp Investments, Inc. in Duluth, MN. Juhl has been in the financial services industry since 1998 and has a diverse background. Juhl has worked with both U.S. BANCORP PIPER JAFFRAY INC. and U.S. Bancorp Investments, Inc. Juhl specializes in various areas, including retirement planning, investments, mutual funds, and more.

Firm Information

Juhl Halvorson 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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Juhl Halvorson’s Registration & Firm History

MN

10/10/2022 - Present

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

MN

11/20/1998 - 02/12/2002

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/15/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/19/2022

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juhl Scot Halvorson.
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