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Robert Samuel Badanes

U.s. Bancorp Investments, Inc.

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About Robert Samuel Badanes

Robert Badanes is a financial advisor with over 20 years of experience in the financial industry. Robert has been registered with U.S. Bancorp Investments, Inc. since November 2016 and previously worked with THE O.N. EQUITY SALES COMPANY and FIDELITY BROKERAGE SERVICES LLC. Robert is licensed to provide financial advice in 52 states and the District of Columbia. He is registered as a Series 7 and Series 63 representative, holding the Securities Industry Essentials (SIE) exam. Robert specializes in providing portfolio management services for individuals and businesses. He also provides financial planning and educational seminars. His client base includes high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Robert Badanes 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 Badanes’s Registration & Firm History

OH

11/16/2016 - Present

U.s. Bancorp Investments, Inc. (Cincinnati OH)

OH

04/18/2008 - 09/17/2015

THE O.N. EQUITY SALES COMPANY (Blue Ash OH)

KY

08/05/2004 - 02/26/2008

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 01/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Samuel Badanes.
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