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Sarah M. Dudley

U.s. Bancorp Investments, Inc.

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About Sarah M. Dudley

Sarah M. Dudley is a financial professional with over 15 years of experience in the financial services industry. Currently, Sarah is a Registered Representative with U.S. Bancorp Investments, Inc. She has extensive experience in providing investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses. Sarah holds the Series 7, Series 63, Series 66, and SIE licenses, and is registered with the state of Minnesota. Prior to joining U.S. Bancorp Investments, Inc., Sarah worked as a Financial Advisor at J.P. Morgan Securities LLC and Wells Fargo Investments, LLC.

Firm Information

Sarah Dudley 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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Sarah Dudley’s Registration & Firm History

MN

03/06/2023 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

MN

09/17/2019 - 09/29/2022

J.P. MORGAN SECURITIES LLC (Saint Paul MN)

MN

08/15/2007 - 11/09/2010

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/27/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2019

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

BC

Issued 02/21/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah M. Dudley.
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