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Patrick Michael O'Connell

U.s. Bancorp Investments, Inc.

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About Patrick Michael O'Connell

Patrick Michael O'Connell is a financial advisor with U.S. Bancorp Investments, Inc. Patrick has been in the financial industry since 2013 and is registered to offer investment advice in Colorado. He has a wide range of experience with both individual and business clients. Patrick offers a variety of financial services including financial planning, portfolio management, and publication of periodicals.

Firm Information

Patrick O'Connell 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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Patrick O'Connell’s Registration & Firm History

CO

11/17/2023 - Present

U.s. Bancorp Investments, Inc. (Arvada CO)

CO

03/23/2010 - 07/11/2011

CHASE INVESTMENT SERVICES CORP. (BOULDER CO)

CO

06/05/2007 - 03/22/2010

AXA ADVISORS, LLC (HIGHLANDS RANCH CO)

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Licenses & Designations

IA

Issued 11/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick Michael O'Connell. Review regulatory record here.
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