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Robert Kenyon Spears

U.s. Bancorp Investments, Inc.

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About Robert Kenyon Spears

Robert Kenyon Spears is an active investment advisor representative at U.S. Bancorp Investments, Inc.. Robert has been in the financial services industry since 2006 and has Series 7, Series 31, Series 63, and Series 65 licenses. He is registered to offer investment advice in Arizona, California, Colorado, Florida, Idaho, Mississippi, Montana, Nevada, North Dakota, Oregon, Texas, Utah, and Wisconsin. Robert is also registered with FINRA and the SEC. Previous employers include Chase Investment Services Corp., Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated.

Firm Information

Robert Spears 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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Robert Spears’s Registration & Firm History

ID

06/11/2024 - Present

U.s. Bancorp Investments, Inc. (Boise ID)

ID

11/19/2009 - 03/30/2012

CHASE INVESTMENT SERVICES CORP. (BOISE ID)

ID

06/01/2009 - 11/03/2009

MORGAN STANLEY SMITH BARNEY (BOISE ID)

ID

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BOISE ID)

ID

06/19/2006 - 04/02/2007

MORGAN STANLEY DW INC. (BOISE ID)

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Licenses & Designations

IA

Issued 08/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 06/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Kenyon Spears.
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