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Matt McCarthy

U.s. Bancorp Investments, Inc.

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About Matt McCarthy

Matt McCarthy is a financial advisor with U.S. Bancorp Investments, Inc., registered in Minnesota and Wisconsin. Matt has been in the industry since March 2015. Matt specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. In addition to his financial advisory practice, Matt has also held positions at U.S. Bank, Genesis Mining Ltd, Lyft, and Thomas Horky.

Firm Information

Matt McCarthy 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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Matt McCarthy’s Registration & Firm History

MN

03/09/2022 - Present

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

WI

01/24/2019 - 09/25/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)

MN

10/24/2014 - 09/27/2018

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

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Licenses & Designations

BOTH

Issued 03/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2020

Series 4 - Registered Options Principal Examination

BC

Issued 05/23/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/16/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/05/2017

Series 24 - General Securities Principal Examination

BC

Issued 09/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matt McCarthy.
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