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Paul Matthew Datuin

U.s. Bancorp Investments, Inc.

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About Paul Matthew Datuin

Paul Datuin is an investment professional with over 6 years of experience in the financial services industry. Paul is currently registered with U.S. Bancorp Investments, Inc. and specializes in providing investment advice and financial planning services. Paul is dedicated to helping clients achieve their financial goals through a personalized approach. Paul has previously worked with firms including PRUCO SECURITIES, LLC., THRIVENT INVESTMENT MANAGEMENT INC., UNIONBANC INVESTMENT SERVICES, LLC and WELLS FARGO ADVISORS, LLC.

Firm Information

Paul Datuin 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 Datuin’s Registration & Firm History

CA

08/22/2022 - Present

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

CA

02/24/2020 - 09/29/2020

PRUCO SECURITIES, LLC. (ONTARIO CA)

CA

10/03/2017 - 02/26/2020

THRIVENT INVESTMENT MANAGEMENT INC. (Adelanto CA)

CA

08/29/2014 - 05/10/2017

UNIONBANC INVESTMENT SERVICES, LLC (HESPERIA CA)

CA

02/14/2014 - 06/04/2014

WELLS FARGO ADVISORS, LLC (APPLE VALLEY CA)

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Licenses & Designations

BC

Issued 12/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Matthew Datuin. Review regulatory record here.
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