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Julie Ann Volk

U.s. Bancorp Investments, Inc.

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About Julie Ann Volk

Julie Volk is a financial advisor registered with U.S. Bancorp Investments, Inc. in Saint Cloud, MN. Julie Volk is licensed to offer investment products and services in Minnesota. Julie Volk has been working in the financial industry since November 2022. Julie Volk holds the following licenses: Series 6TO, Series 63, and SIE. Julie Volk specializes in various financial services, including Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, and Publication of Periodicals.

Firm Information

Julie Volk 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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Julie Volk’s Registration & Firm History

MN

11/03/2022 - Present

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

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Licenses & Designations

BC

Issued 12/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Volk.
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