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Malwina Brown

U.s. Bancorp Investments, Inc.

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About Malwina Brown

Malwina Brown is a financial professional with over 11 years of experience in the industry. Malwina is currently registered with U.S. Bancorp Investments, Inc., and has held a Series 27 license since May 2011. Malwina holds both a Series 99TO and a SIE license. Malwina is a Financial and Operations Principal with a focus on providing financial planning services, portfolio management for both businesses and individuals, and selecting other advisors. Malwina's firm has a long history of providing financial services to a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.

Firm Information

Malwina Brown 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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Malwina Brown’s Registration & Firm History

MN

05/18/2011 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

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Licenses & Designations

BC

Issued 05/17/2011

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malwina Brown.
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