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Kari Ellen Patrick

U.s. Bancorp Investments, Inc.

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About Kari Ellen Patrick

Kari Ellen Patrick is a financial advisor working with U.S. Bancorp Investments, Inc. Kari is a licensed investment advisor representative in Minnesota and Wisconsin and holds the Series 6, 7TO, 63, and 65 licenses as well as the SIE certification. Kari has over 4 years of experience in the financial industry. Kari primarily works with high net worth individuals, corporations, and charitable organizations. U.S. Bancorp Investments, Inc. provides a wide range of financial services including financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Kari's experience and the services provided by U.S. Bancorp Investments, Inc. can help you reach your financial goals.

Firm Information

Kari Patrick 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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Kari Patrick’s Registration & Firm History

MN

08/21/2018 - Present

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

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Licenses & Designations

IA

Issued 08/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kari Ellen Patrick.
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