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Taylor Donald Eldred

U.s. Bancorp Investments, Inc.

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About Taylor Donald Eldred

Taylor Eldred is a financial advisor at U.S. Bancorp Investments, Inc. Taylor has been in the financial industry since August 2021. Taylor is registered with the state of Wisconsin and holds the Series 6, Series 63, and SIE licenses. Taylor is a financial advisor who is committed to providing personalized financial advice and services to meet the needs of each client. Taylor works with individuals, families, and businesses to help them achieve their financial goals. Taylor has a strong understanding of the financial markets and a passion for helping clients achieve their financial goals.

Firm Information

Taylor Eldred 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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Taylor Eldred’s Registration & Firm History

MN

08/21/2021 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

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Licenses & Designations

BC

Issued 09/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2021

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

BC

Issued 06/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Donald Eldred.
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