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Leann Renee Erenberger

U.s. Bancorp Investments, Inc.

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About Leann Renee Erenberger

Leann Renee Erenberger is an investment advisor representative associated with U.S. Bancorp Investments, Inc. Leann has been in the financial services industry since April 1990. Leann has a broad range of experience, offering services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.

Firm Information

Leann Erenberger 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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Leann Erenberger’s Registration & Firm History

IA

06/10/2024 - Present

U.s. Bancorp Investments, Inc. (Cedar Rapids IA)

NJ

01/28/1993 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

NY

04/09/1990 - 01/07/1993

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

04/09/1990 - 01/07/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/11/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1993

Series 7 - General Securities Representative Examination

BC

Issued 04/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leann Renee Erenberger.
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