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Keshia Lacoya Flanders

U.s. Bancorp Investments, Inc.

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About Keshia Lacoya Flanders

Keshia Flanders is a financial advisor with U.S. Bancorp Investments, Inc. Keshia has been in the industry since December 2015, and has a broad range of experience, including serving as a financial advisor at Charles Schwab & Co., Inc. Keshia holds the Series 63, Series 7, Series 9, Series 10, Series 24, SIE, and 99TO licenses, and is registered in Texas. Keshia specializes in providing investment advice to individuals and businesses, and offers financial planning, portfolio management, and other advisory services.

Firm Information

Keshia Flanders 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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Keshia Flanders’s Registration & Firm History

MN

08/15/2022 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

TX

12/03/2015 - 08/15/2022

CHARLES SCHWAB & CO., INC. (El Paso TX)

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Licenses & Designations

BC

Issued 12/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2023

Series 24 - General Securities Principal Examination

BC

Issued 06/28/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/19/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Keshia Lacoya Flanders. Review regulatory record here.
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