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Nicole Marie Wiethe

U.s. Bancorp Investments, Inc.

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About Nicole Marie Wiethe

Nicole Marie Wiethe is a financial advisor with U.S. Bancorp Investments, Inc. Nicole has been in the financial industry since 2005. She is registered with the state of Ohio. Nicole specializes in working with high-net-worth individuals, individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Her services include financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Prior to working with U.S. Bancorp Investments, Inc., Nicole was registered with Raymond James Financial Services, Inc. and Advest, Inc.

Firm Information

Nicole Wiethe 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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Nicole Wiethe’s Registration & Firm History

OH

07/02/2015 - Present

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

OH

01/06/2005 - 06/17/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)

CT

08/11/2004 - 01/20/2005

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 07/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicole Marie Wiethe.
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