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Somalatha Kumar Bangalore

U.s. Bancorp Investments, Inc.

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About Somalatha Kumar Bangalore

Somalatha Kumar Bangalore is a registered investment advisor representative with U.S. Bancorp Investments, Inc. based in Seattle, Washington. Somalatha Kumar Bangalore has been in the financial services industry since March 2020. Somalatha Kumar Bangalore has a Series 63 and a Series 65 license, along with a Series 6TO and a SIE license. Somalatha Kumar Bangalore is registered in Washington as an investment advisor representative and as a broker. Somalatha Kumar Bangalore's previous work experience includes roles with U.S. Bank in Spokane, Washington, Zales in Akron, Ohio, PNC Bank in Woodmere, Ohio, and Ann Taylor in Beachwood, Ohio.

Firm Information

Somalatha Bangalore 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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Somalatha Bangalore’s Registration & Firm History

WA

10/24/2023 - Present

U.s. Bancorp Investments, Inc. (Seattle WA)

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Licenses & Designations

IA

Issued 10/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2022

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

BC

Issued 06/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Somalatha Kumar Bangalore.
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