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Sean Allen Yell

U.s. Bancorp Investments, Inc.

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About Sean Allen Yell

Sean Allen Yell is a registered investment advisor representative associated with U.S. Bancorp Investments, Inc. Sean is licensed to provide financial advice in all 50 states as well as the District of Columbia, Puerto Rico, and several other U.S. territories. Sean has worked in the financial services industry since 2013, holding roles at U.S. Bank, First Community Credit Union, and First Community Insurance before joining U.S. Bancorp Investments in 2021. Sean's primary areas of specialization are financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sean is a Series 7, 63, and 65 licensed advisor.

Firm Information

Sean Yell 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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Sean Yell’s Registration & Firm History

OR

03/12/2022 - Present

U.s. Bancorp Investments, Inc. (Cottage Grove OR)

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Licenses & Designations

IA

Issued 03/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2021

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

BC

Issued 06/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Allen Yell.
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