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Terry Dean Sandven

U.s. Bancorp Investments, Inc.

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About Terry Dean Sandven

Terry Sandven is a financial advisor with over 30 years of experience in the financial services industry. Terry is currently registered with U.S. Bancorp Investments, Inc. and holds Series 7, 16, 24, 63, 86, 87 and SIE licenses. Terry's previous experience includes positions with Piper Jaffray & Co., Dain Bosworth Incorporated, and IDS Marketing Corporation. Terry specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals for clients. Terry is also registered in the state of Minnesota.

Firm Information

Terry Sandven 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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Terry Sandven’s Registration & Firm History

MN

02/12/2013 - Present

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

MN

11/07/2006 - 05/29/2012

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

MN

01/27/1994 - 10/02/2006

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

NA

03/03/1987 - 05/08/1990

DAIN BOSWORTH INCORPORATED

NA

01/22/1986 - 01/02/1987

IDS MARKETING CORPORATION

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Licenses & Designations

BC

Issued 02/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/15/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/17/1997

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 01/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Dean Sandven.
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