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Thai Doan

U.s. Bancorp Investments, Inc.

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About Thai Doan

Thai Doan is a financial advisor with U.S. Bancorp Investments, Inc., working out of the Clarksville, TN branch. Thai has been in the industry since March 2013. Thai is registered with both FINRA and the state of Tennessee. Thai has Series 7, 6, 63, and 65 licenses and has passed the SIE exam. Thai also holds licenses in California. In addition to providing financial advice, Thai also sells used and new items through a social media application. Thai has experience working with high-net-worth individuals, individuals, pension and profit sharing plans, corporations, and charitable organizations.

Firm Information

Thai Doan 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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Thai Doan’s Registration & Firm History

TN

07/11/2023 - Present

U.s. Bancorp Investments, Inc. (Clarksville TN)

CA

03/04/2013 - 05/22/2018

WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)

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Licenses & Designations

IA

Issued 07/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/01/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thai Doan.
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