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Natalie Marie Specht

U.s. Bancorp Investments, Inc.

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About Natalie Marie Specht

Natalie Marie Specht is a financial advisor with over 10 years of experience in the industry. Natalie is currently registered with U.S. Bancorp Investments, Inc. and is a Series 6, Series 63, Series 65, and SIE licensed professional. Natalie provides financial advice to individuals, corporations, and other institutions. She has extensive experience in portfolio management, financial planning, and investment management. Natalie is committed to providing her clients with personalized financial advice that meets their individual needs.

Firm Information

Natalie Specht 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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Natalie Specht’s Registration & Firm History

OH

10/15/2020 - Present

U.s. Bancorp Investments, Inc. (Centerville OH)

IL

03/28/2013 - 10/25/2013

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

OH

08/03/2010 - 05/13/2011

FIFTH THIRD SECURITIES, INC. (MIAMISBURG OH)

OH

11/23/2006 - 02/19/2010

CHASE INVESTMENT SERVICES CORP. (MIAMISBURG OH)

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Licenses & Designations

IA

Issued 10/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Marie Specht.
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