linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Sumie Bungert

U.s. Bancorp Investments, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Sumie Bungert

Kelly Bungert is a financial professional with over 15 years of experience in the industry. Kelly currently holds a Series 6 and Series 63 license, and is registered with the state of California. Kelly is associated with U.S. Bancorp Investments, Inc. and specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, and corporations. Prior to joining U.S. Bancorp Investments, Inc., Kelly has held positions at Essex National Securities, Inc., CitiCorp Investment Services, Cal Fed Investments, and WMA Securities, Inc.

Firm Information

Kelly Bungert 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

12b-1,networking&shareholder serv,product partner arrangements

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Bungert’s Registration & Firm History

CA

12/22/2016 - Present

U.s. Bancorp Investments, Inc. (Mission Viejo CA)

CA

02/12/2004 - 04/08/2010

ESSEX NATIONAL SECURITIES, INC. (ORANGE CA)

NY

02/05/2003 - 03/28/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

06/11/2001 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

GA

08/23/2000 - 04/23/2001

WMA SECURITIES, INC. (DULUTH GA)

Not sure if Kelly Sumie Bungert is right for you?

Licenses & Designations

BC

Issued 04/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Sumie Bungert.
Not sure if Kelly Sumie Bungert is right for you?