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Sam Donohue Tadelis

U.s. Bancorp Investments, Inc.

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About Sam Donohue Tadelis

Sam Donohue Tadelis is a registered representative with U.S. Bancorp Investments, Inc., where Sam has been employed since January 9, 2023. Sam has been in the industry since December 13, 2019 and holds Series 63, Series 6TO, and SIE licenses. Previously, Sam worked for WELLS FARGO CLEARING SERVICES, LLC. Sam has a specialization in providing financial planning and investment advice to individuals and businesses. Sam is currently licensed and registered in California.

Firm Information

Sam Tadelis 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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Sam Tadelis’s Registration & Firm History

ID

01/09/2023 - Present

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

CA

03/11/2020 - 11/30/2022

WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE VILLAGE CA)

CA

04/04/2019 - 08/08/2019

WELLS FARGO CLEARING SERVICES, LLC (MALIBU CA)

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Licenses & Designations

BC

Issued 01/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/14/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sam Donohue Tadelis.
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