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Mat Madison Turner

U.s. Bancorp Investments, Inc.

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About Mat Madison Turner

Mat Madison Turner is a financial advisor with over 18 years of experience in the financial services industry. Mat is currently registered with U.s. Bancorp Investments, Inc. Previously, Mat was registered with WELLS FARGO CLEARING SERVICES, LLC and NORTHERN TRUST SECURITIES, INC. Mat holds the Series 66, SIE, and Series 7 licenses. Mat specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals. Mat is also a member of the Saint Louis Art Museum Planned Giving Council, the William Greenleaf Eliot Society Committee for the School of Law, and the Estate Planning Council of St. Louis.

Firm Information

Mat Turner 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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Mat Turner’s Registration & Firm History

MO

06/12/2024 - Present

U.s. Bancorp Investments, Inc. (Richmond Heights MO)

MO

03/01/2011 - 06/29/2020

WELLS FARGO CLEARING SERVICES, LLC (CLAYTON MO)

MO

08/15/2005 - 03/18/2011

NORTHERN TRUST SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mat Madison Turner.
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