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Min Zha

U.s. Bancorp Investments, Inc.

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About Min Zha

Min Zha is a financial advisor with over 10 years of experience in the financial services industry. Min is currently registered with U.S. Bancorp Investments, Inc. Previously, Min was affiliated with UnionBanc Investment Services, LLC, MML Investors Services, LLC, HSBC Securities (USA) Inc. and Wells Fargo Advisors, LLC. Min Zha is a Series 6 and Series 63 licensed financial advisor and holds the SIE exam. Min specializes in providing financial advice and services to individuals, corporations, and businesses. Min is committed to helping clients achieve their financial goals.

Firm Information

Min Zha 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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Min Zha’s Registration & Firm History

SD

05/26/2023 - Present

U.s. Bancorp Investments, Inc. (Sioux Falls SD)

CA

06/07/2022 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (TUSTIN CA)

CA

10/17/2017 - 12/31/2020

MML INVESTORS SERVICES, LLC (PASADENA CA)

CA

02/13/2013 - 09/27/2017

HSBC SECURITIES (USA) INC. (IRVINE CA)

CA

01/07/2011 - 12/18/2012

WELLS FARGO ADVISORS, LLC (ALHAMBRA CA)

CA

10/02/2008 - 01/26/2009

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

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Licenses & Designations

BC

Issued 03/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Min Zha.
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