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Kyalo Peter Muthiani

U.s. Bancorp Investments, Inc.

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About Kyalo Peter Muthiani

Kyalo Peter Muthiani is a financial advisor with over 10 years of experience in the industry. Kyalo is currently registered with U.S. Bancorp Investments, Inc. in Cincinnati, Ohio. Previously, Kyalo was affiliated with Fidelity Brokerage Services LLC and Citigroup Global Markets Inc. Kyalo holds Series 63, 66, 7 and SIE licenses and is registered in 52 states. Kyalo's practice focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kyalo specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Kyalo Muthiani 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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Kyalo Muthiani’s Registration & Firm History

OH

06/11/2024 - Present

U.s. Bancorp Investments, Inc. (Cincinnati OH)

KY

11/18/2013 - 07/15/2019

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

09/18/2008 - 09/24/2012

CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)

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Licenses & Designations

BOTH

Issued 12/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyalo Peter Muthiani.
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