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Michelle Arnst Slawny

U.s. Bancorp Investments, Inc.

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About Michelle Arnst Slawny

Michelle Slawny is a financial advisor with U.S. Bancorp Investments, Inc. based in Madison, WI. Michelle has over 25 years of experience in the financial services industry. Michelle is registered with FINRA as a registered representative (Series 7 and Series 66) and has a Series 63 license. Michelle has experience providing financial advice to individuals, businesses, and retirement plans. Michelle is also a board member of the Madison Public Schools Foundation.

Firm Information

Michelle Slawny 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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Michelle Slawny’s Registration & Firm History

WI

11/30/2020 - Present

U.s. Bancorp Investments, Inc. (Madison WI)

WI

06/20/2014 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MIDDLETON WI)

WI

04/07/2004 - 06/09/2014

WEA INVESTMENT SERVICES, INC. (MADISON WI)

MN

07/06/1999 - 04/12/2004

C.R.I. SECURITIES, INC. (ST. PAUL MN)

MN

07/06/1999 - 04/12/2004

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

NA

01/24/1994 - 02/25/1998

ASCEND FINANCIAL SERVICES, INC.

MN

01/24/1994 - 02/25/1998

C.R.I. SECURITIES, INC. (ST. PAUL MN)

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Licenses & Designations

BOTH

Issued 06/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michelle Arnst Slawny. Review regulatory record here.
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