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Maeda Ann Webster

U.s. Bancorp Investments, Inc.

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About Maeda Ann Webster

Maeda Ann Webster is a financial advisor with over 20 years of experience in the industry. Webster is currently registered with U.S. Bancorp Investments, Inc. in California. Previously, Webster was registered with UNIONBANC INVESTMENT SERVICES, LLC in California. Maeda has a Series 7 and Series 66 license. Webster focuses on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Maeda Webster 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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Maeda Webster’s Registration & Firm History

SD

06/05/2023 - Present

U.s. Bancorp Investments, Inc. (Sioux Falls SD)

CA

04/17/2015 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (LAJOLLA CA)

CA

10/23/2009 - 11/21/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

CA

08/03/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)

CA

04/05/2002 - 07/19/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Maeda Ann Webster. Review regulatory record here.
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