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Mark Timothy Fitch

U.s. Bancorp Investments, Inc.

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About Mark Timothy Fitch

Mark Timothy Fitch is a financial advisor with over 11 years of experience in the financial services industry. Mark currently works for U.S. Bancorp Investments, Inc. in Saint Cloud, MN. Mark has a diverse background having worked at several firms including Edward Jones, BancWest Investment Services, Inc., Wells Fargo Clearing Services, LLC, LPL Financial LLC, First Allied Securities, Inc. and Cetera Advisors LLC. Mark is licensed to provide investment advice in Minnesota. Mark specializes in portfolio management for individuals, businesses, and charitable organizations.

Firm Information

Mark Fitch 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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Mark Fitch’s Registration & Firm History

MN

11/14/2023 - Present

U.s. Bancorp Investments, Inc. (Saint Cloud MN)

MN

07/13/2022 - 11/01/2023

CETERA ADVISORS LLC (ST CLOUD MN)

MN

07/13/2022 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)

MN

06/05/2020 - 07/25/2022

LPL FINANCIAL LLC (ALBERTVILLE MN)

MN

04/05/2016 - 06/09/2020

WELLS FARGO CLEARING SERVICES, LLC (SAUK RAPIDS MN)

MN

03/05/2013 - 04/14/2016

BANCWEST INVESTMENT SERVICES, INC. (FERGUS FALLS MN)

MN

08/26/2011 - 02/20/2013

EDWARD JONES (ST CLOUD MN)

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Licenses & Designations

BOTH

Issued 09/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Timothy Fitch.
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