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Marlo Jover Carpio

U.s. Bancorp Investments, Inc.

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About Marlo Jover Carpio

Marlo Jover Carpio has been a registered representative for over 25 years and has experience providing financial advice and services to a wide range of clients. Marlo has been with U.S. Bancorp Investments, Inc. since 2004 and has specialized in individual and business portfolio management, financial planning, and publication of periodicals. Prior to joining U.S. Bancorp Investments, Inc. Marlo worked for Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.

Firm Information

Marlo Carpio 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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Marlo Carpio’s Registration & Firm History

WI

03/15/2004 - Present

U.s. Bancorp Investments, Inc. (Twin Lakes WI)

MA

04/08/2003 - 02/27/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/08/2003 - 02/27/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

WI

01/11/1999 - 02/28/2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

03/08/1999 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 08/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marlo Jover Carpio.
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