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Karen Lynn Miera

U.s. Bancorp Investments, Inc.

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About Karen Lynn Miera

Karen Lynn Miera is a financial advisor registered with U.S. Bancorp Investments, Inc. Karen has been in the industry since January 29, 2001. Karen is currently licensed to provide investment advisory services in New Mexico. Karen has held previous positions at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., and Financial Network Investment Corporation. Karen has a Series 63, Series 7, and SIE license.

Firm Information

Karen Miera 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 Miera’s Registration & Firm History

NM

10/06/2022 - Present

U.s. Bancorp Investments, Inc. (Rio Rancho NM)

NM

05/16/2013 - 06/02/2021

BBVA SECURITIES INC. (ALBUQUERQUE NM)

NM

04/13/2006 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (ALBUQUERQUE NM)

CA

09/16/1999 - 03/31/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 05/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Lynn Miera.
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