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Stephanie Lee Vandenburg

U.s. Bancorp Investments, Inc.

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About Stephanie Lee Vandenburg

Stephanie Vandenburg is a financial advisor with U.S. Bancorp Investments, Inc. in Colorado Springs, CO. Stephanie has been a registered investment advisor since 2008 and holds the Series 6, 7, 63 and 66 securities licenses. Stephanie is committed to providing clients with personalized financial advice and has a proven track record of success in the industry. She is also a licensed insurance agent and has experience in a variety of financial planning areas, including retirement planning, college savings, and estate planning.

Firm Information

Stephanie Vandenburg 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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Stephanie Vandenburg’s Registration & Firm History

CO

01/27/2020 - Present

U.s. Bancorp Investments, Inc. (Colorado Springs CO)

CO

01/16/2008 - 11/20/2019

WELLS FARGO CLEARING SERVICES, LLC (PUEBLO CO)

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Licenses & Designations

BOTH

Issued 12/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/15/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Lee Vandenburg.
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