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Kara Kristin Snyder

U.s. Bancorp Investments, Inc.

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About Kara Kristin Snyder

Kara Kristin Snyder is an investment advisor representative with U.S. Bancorp Investments, Inc. located in Gig Harbor, Washington. Kara has been in the industry since 2004, and has been registered with U.S. Bancorp Investments, Inc. since 2010. Kara has passed the Series 7, Series 63, and Series 65 exams. Kara has experience working with clients including individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Kara specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Kara Snyder 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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Kara Snyder’s Registration & Firm History

WA

05/04/2010 - Present

U.s. Bancorp Investments, Inc. (Gig Harbor WA)

WA

05/02/2009 - 04/20/2010

CHASE INVESTMENT SERVICES CORP. (GIG HARBOR WA)

WA

09/22/2004 - 05/02/2009

WAMU INVESTMENTS, INC. (GIG HARBOR WA)

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Licenses & Designations

IA

Issued 08/10/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kara Kristin Snyder. Review regulatory record here.
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