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Melissa Ann harrington Leonard

U.s. Bancorp Investments, Inc.

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About Melissa Ann harrington Leonard

Melissa Leonard is a financial advisor with U.S. Bancorp Investments, Inc. in Rochester, Minnesota. Melissa is a registered representative of both U.S. Bancorp Investments, Inc. and FINRA. Melissa has been in the financial services industry since 2016. Melissa has a Series 66 license and Series 7 license, and has passed the SIE exam. Melissa has also passed the Uniform Combined State Law Examination. Melissa provides financial planning, portfolio management for businesses and individuals, and publication of periodicals. Melissa also assists with the selection of other advisors. Melissa's clients are primarily high net worth individuals, corporations, and other businesses. Melissa is also a trustee for the Diane Harrington Irrevocable Trust.

Firm Information

Melissa Leonard 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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Melissa Leonard’s Registration & Firm History

MN

02/19/2020 - Present

U.s. Bancorp Investments, Inc. (Rochester MN)

MN

01/21/2016 - 12/11/2019

WELLS FARGO CLEARING SERVICES, LLC (ROCHESTER MN)

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Licenses & Designations

BOTH

Issued 02/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Ann harrington Leonard.
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