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Karen Jane Vanstrom

U.s. Bancorp Investments, Inc.

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About Karen Jane Vanstrom

Karen Jane Vanstrom is a financial advisor with over 20 years of experience in the industry. Karen is registered with U.S. Bancorp Investments, Inc. and has held previous roles at FINANCIAL NETWORK INVESTMENT CORPORATION and AMERIPRISE FINANCIAL SERVICES, INC. Karen's current registrations include Series 66 and Series 7 licenses, as well as registrations in 16 states. Karen's specializations include fixed income, mutual funds, variable annuities, retirement planning and life insurance. Karen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Karen Vanstrom 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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Karen Vanstrom’s Registration & Firm History

MN

06/12/2024 - Present

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

MN

08/23/2007 - 05/12/2011

FINANCIAL NETWORK INVESTMENT CORPORATION (ROCHESTER MN)

MN

07/31/2000 - 08/28/2007

AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER MN)

MN

07/31/2000 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/17/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Karen Jane Vanstrom. Review regulatory record here.
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