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Philip S Roth

U.s. Bancorp Investments, Inc.

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About Philip S Roth

Philip Roth is an investment advisor representative with U.S. Bancorp Investments, Inc. with over 4 years of experience in the financial services industry. Philip has a Series 66 and Series 7TO license, and he is registered in Kansas and Missouri. Philip specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals for clients. Philip has a background in logistics and has held previous positions at Edward Jones and Samson Dental.

Firm Information

Philip Roth 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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Philip Roth’s Registration & Firm History

KS

07/15/2024 - Present

U.s. Bancorp Investments, Inc. (Overland Park KS)

MO

11/22/2019 - 07/16/2024

EDWARD JONES (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 12/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip S Roth.
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