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Peter Dale bridges Kline

U.s. Bancorp Investments, Inc.

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About Peter Dale bridges Kline

Peter Dale bridges Kline is an experienced financial professional with a career spanning over three decades. Peter is registered with U.s. Bancorp Investments, Inc. and has a strong track record of success in the industry. Peter's expertise includes investment banking and financial planning, offering a comprehensive approach to wealth management. With a focus on serving high-net-worth individuals, corporations, and charitable organizations, Peter provides personalized guidance and tailored solutions. Peter's dedication to client success is evident in his commitment to providing exceptional service and building lasting relationships.

Firm Information

Peter Kline 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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Peter Kline’s Registration & Firm History

NY

05/14/2010 - Present

U.s. Bancorp Investments, Inc. (NEW YORK NY)

NA

09/24/1987 - 02/10/1988

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

BC

Issued 06/17/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2010

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Dale bridges Kline.
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