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Michael Joseph Powers

U.s. Bancorp Investments, Inc.

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About Michael Joseph Powers

Michael Powers is a financial advisor with over 25 years of experience in the financial services industry. Michael currently works for U.S. Bancorp Investments, Inc. Prior to this, Michael worked for CCO INVESTMENT SERVICES CORP., SunTrust Investment Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc. and Prudential Securities Incorporated. Michael holds FINRA Series 7, 63, 26 and SIE licenses, and is registered as an Investment Advisor in Illinois. Michael offers financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.

Firm Information

Michael Powers 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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Michael Powers’s Registration & Firm History

IL

06/20/2014 - Present

U.s. Bancorp Investments, Inc. (Elmhurst IL)

IL

07/30/2012 - 06/23/2014

CCO INVESTMENT SERVICES CORP. (NAPERVILLE IL)

FL

06/05/2006 - 07/26/2012

SUNTRUST INVESTMENT SERVICES, INC. (PALM BEACH GARDENS FL)

FL

10/01/2000 - 04/05/2006

WACHOVIA SECURITIES, LLC (PALM BEACH GARDENS FL)

NC

05/18/1998 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

04/02/1997 - 05/21/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Joseph Powers. Review regulatory record here.
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