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Kevin Christian Lockard

U.s. Bancorp Investments, Inc.

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About Kevin Christian Lockard

Kevin Christian Lockard is a financial advisor with U.S. Bancorp Investments, Inc. Kevin has over 16 years of experience in the financial industry. Kevin provides financial planning and portfolio management services to individuals, businesses, and institutions. Kevin holds a Series 7, Series 66, and SIE licenses. Kevin is registered to provide investment advice in Washington and a number of other states. Kevin is also a licensed investment advisor representative in Washington.

Firm Information

Kevin Lockard 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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Kevin Lockard’s Registration & Firm History

WA

06/12/2023 - Present

U.s. Bancorp Investments, Inc. (Lynden WA)

WA

10/11/2013 - 06/09/2023

WELLS FARGO CLEARING SERVICES, LLC (SNOHOMISH WA)

WA

12/02/2011 - 10/15/2013

EDWARD JONES (LAKE STEVENS WA)

WA

06/25/2007 - 12/01/2011

TD AMERITRADE, INC. (BELLEVUE WA)

WA

09/28/2006 - 05/17/2007

AXA ADVISORS, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 10/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Christian Lockard.
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