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Renee Dawn Santanni

U.s. Bancorp Advisors, LLC

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About Renee Dawn Santanni

Renee Dawn Santanni is a registered representative and investment advisor representative, licensed to provide financial advice. Renee has been in the industry since 2001 and is currently affiliated with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc., both of which are active in both Broker-Dealer and Investment Advisor scopes. Renee has experience providing a variety of financial services including portfolio management for individuals and businesses, as well as selection of other advisors.

Firm Information

Renee Santanni is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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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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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Renee Santanni’s Registration & Firm History

CA

08/04/2023 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

MN

12/01/2001 - 09/23/2002

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NJ

07/20/2001 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MN

03/07/2001 - 06/01/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/07/2001 - 06/01/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/13/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2022

Series 24 - General Securities Principal Examination

BC

Issued 06/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/03/2022

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee Dawn Santanni.
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