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Kurt Loren Gessaman

U.s. Bancorp Investments, Inc.

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About Kurt Loren Gessaman

Kurt Loren Gessaman is an investment professional with over 17 years of experience in the financial services industry. Kurt is currently a registered representative with U.S. Bancorp Investments, Inc. Kurt holds a Series 7, Series 24, Series 53, and Series 66 licenses. Kurt has also passed the SIE and Series 79TO exams. Prior to joining U.S. Bancorp Investments, Inc., Kurt worked at Scott & Stringfellow, LLC, and BB&T Investment Services, Inc.

Firm Information

Kurt Gessaman 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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Kurt Gessaman’s Registration & Firm History

NC

07/06/2012 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

VA

12/10/2010 - 07/06/2012

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

NC

10/19/2005 - 11/01/2010

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 12/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/21/2006

Series 24 - General Securities Principal Examination

BC

Issued 12/12/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Loren Gessaman.
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