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Leland Shawn Breskow

U.s. Bancorp Investments, Inc.

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About Leland Shawn Breskow

Leland Breskow is a financial advisor with over 23 years of experience in the financial services industry. Leland is currently registered with U.S. Bancorp Investments, Inc. and is licensed in Tennessee. Leland's areas of specialization include fixed income, mutual funds, variable annuities, insurance and retirement planning. Leland is dedicated to helping clients achieve their financial goals.

Firm Information

Leland Breskow 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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Leland Breskow’s Registration & Firm History

TN

05/03/2022 - Present

U.s. Bancorp Investments, Inc. (Nashville TN)

KY

01/14/2010 - 04/28/2011

CYPRESS ALTS (LOUISVILLE KY)

TN

05/01/2006 - 02/05/2008

STANFORD GROUP COMPANY (NASHVILLE TN)

KY

05/28/1999 - 04/19/2006

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

NY

03/02/1998 - 02/11/1999

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

06/23/1997 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

TN

01/22/1996 - 04/03/1997

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

MA

12/15/1988 - 10/04/1989

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 07/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/19/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Leland Shawn Breskow. Review regulatory record here.
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