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Paul Chungkwan Kim

U.s. Bancorp Investments, Inc.

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About Paul Chungkwan Kim

Paul Chungkwan Kim is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Paul has been in the industry for over 16 years and has a Series 6, 7, 63 and 66 licenses. Paul has previous experience with HSBC Securities (USA) Inc., LPL Financial LLC, and Cetera Investment Services LLC. Paul specializes in providing financial planning services and portfolio management for individuals and businesses. Paul’s firm manages over $15 billion in assets and serves over 60,000 clients.

Firm Information

Paul Kim 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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Paul Kim’s Registration & Firm History

CA

11/28/2023 - Present

U.s. Bancorp Investments, Inc. (Downey CA)

CA

11/30/2016 - 11/06/2023

CETERA INVESTMENT SERVICES LLC (LOS ANGELES CA)

CA

02/24/2015 - 12/13/2016

LPL FINANCIAL LLC (LOS ANGELES CA)

CA

05/21/2007 - 02/03/2015

HSBC SECURITIES (USA) INC. (ARTESIA CA)

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Licenses & Designations

BOTH

Issued 03/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Chungkwan Kim.
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