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Kelly Kathleen Urban

U.s. Bancorp Investments, Inc.

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About Kelly Kathleen Urban

Kelly Kathleen Urban is a registered investment advisor representative with U.s. Bancorp Investments, Inc. Kelly has been in the financial services industry since 2014. Kelly is registered in Arizona, Florida and Wisconsin. Kelly holds the Series 66, Series 7 and SIE securities licenses. Kelly specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Kelly's firm provides financial planning and portfolio management for a variety of clients, including individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, state and municipal government entities, and high-net-worth individuals.

Firm Information

Kelly Urban 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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Kelly Urban’s Registration & Firm History

WI

09/20/2014 - Present

U.s. Bancorp Investments, Inc. (Madison WI)

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Licenses & Designations

BOTH

Issued 09/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Kathleen Urban.
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