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Mary Catherine Butts

U.s. Bancorp Investments, Inc.

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About Mary Catherine Butts

Mary Catherine Butts is a financial professional with over 9 years of experience in the industry. Mary Catherine Butts is currently registered with U.S. Bancorp Investments, Inc. and has been with this firm since May 26, 2023. Prior to that, Mary Catherine Butts was affiliated with UNIONBANC INVESTMENT SERVICES, LLC for nearly a decade, beginning in March of 2014. Mary Catherine Butts is licensed in California. Mary Catherine Butts is a licensed Series 6 representative, holding both the Series 63 and SIE exams. Mary Catherine Butts specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Mary Butts 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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Mary Butts’s Registration & Firm History

CA

05/26/2023 - Present

U.s. Bancorp Investments, Inc. (Los Angeles CA)

CA

03/17/2014 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (THOUSAND OAKS CA)

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Licenses & Designations

BC

Issued 04/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Catherine Butts.
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