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Justin Daniel Reed

U.s. Bancorp Investments, Inc.

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About Justin Daniel Reed

Justin Daniel Reed is an investment advisor representative registered with U.S. Bancorp Investments, Inc.. Justin has been in the financial services industry for over 17 years. Justin holds a Series 6, 7, 9, 10, 24, 63 and 65 licenses. Justin has been registered with U.S. Bancorp Investments, Inc. since 2013. Justin was previously registered with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and TCF Investments, Inc.. Justin is registered in Minnesota. Justin is a specialist in fixed income, mutual funds, variable annuities, retirement planning and insurance. Justin specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Justin Reed 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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Justin Reed’s Registration & Firm History

MN

11/26/2013 - Present

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

MN

01/03/2011 - 11/07/2011

WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)

MN

01/30/2007 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

MN

02/18/2004 - 09/20/2005

TCF INVESTMENTS, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 10/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2012

Series 4 - Registered Options Principal Examination

BC

Issued 02/04/2012

Series 24 - General Securities Principal Examination

BC

Issued 07/21/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/13/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/17/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Daniel Reed.
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