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Matthew David Goldenberg

U.s. Bancorp Investments, Inc.

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About Matthew David Goldenberg

Matthew Goldenberg is an investment advisor representative with U.S. Bancorp Investments, Inc., a firm headquartered in Saint Paul, Minnesota. Matthew has been in the industry since July 15, 2001, and is registered with the state of Missouri. Matthew has worked with UBS PaineWebber Inc., AXA Advisors, LLC, and WMA Securities, Inc. Matthew is currently licensed with the Series 6, Series 7, and Series 66 exams. Matthew's firm offers a variety of financial planning and advisory services. The firm manages assets for a variety of clients, including high-net-worth individuals, corporations, and institutions.

Firm Information

Matthew Goldenberg 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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Matthew Goldenberg’s Registration & Firm History

MO

03/29/2005 - Present

U.s. Bancorp Investments, Inc. (Chesterfield MO)

NJ

01/15/2002 - 03/07/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

08/30/2000 - 08/01/2001

AXA ADVISORS, LLC (NEW YORK NY)

GA

04/03/2000 - 06/23/2000

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 09/06/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Goldenberg.
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