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Richard Michael Delaney

U.s. Bancorp Investments, Inc.

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About Richard Michael Delaney

Richard Delaney is a financial advisor registered with U.S. Bancorp Investments, Inc. in California. Richard has been working in the industry since 2005. Richard has experience working at JP Morgan Securities LLC and Chase Investment Services Corp. Richard is also a registered representative of U.S. Bancorp Investments, Inc. and is currently licensed in California. Richard offers a variety of services including financial planning, portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals.

Firm Information

Richard Delaney 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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Richard Delaney’s Registration & Firm History

CA

01/01/2025 - Present

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

CA

10/01/2012 - 09/11/2019

J.P. MORGAN SECURITIES LLC (SANTA CRUZ CA)

CA

02/08/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SANTA CRUZ CA)

CA

11/22/2006 - 04/01/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (PALO ALTO CA)

CA

06/20/2005 - 11/15/2006

MORGAN STANLEY DW INC. (PALO ALTO CA)

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Licenses & Designations

BOTH

Issued 07/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 06/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Michael Delaney.
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