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Lawrence Latner

U.s. Bancorp Investments, Inc.

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About Lawrence Latner

Lawrence Latner is a financial professional with over 20 years of experience in the industry. Lawrence is currently registered with U.s. Bancorp Investments, Inc. Lawrence has held previous positions at MarketAxess Corporation, Credit Suisse Securities (USA) LLC, UBS Securities LLC and UBS Financial Services Inc. Lawrence holds Series 7, Series 24, and Series 63 licenses.

Firm Information

Lawrence Latner 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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Lawrence Latner’s Registration & Firm History

NC

04/09/2014 - Present

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

NY

03/14/2012 - 10/30/2013

MARKETAXESS CORPORATION (NEW YORK NY)

NY

01/04/2010 - 01/20/2012

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NJ

06/16/2006 - 12/01/2009

UBS SECURITIES LLC (WEEHAKEN NJ)

NJ

08/31/2000 - 06/26/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 05/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Latner.
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