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Thomas Edward Roeder

U.s. Bancorp Investments, Inc.

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About Thomas Edward Roeder

Thomas Roeder is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with U.s. Bancorp Investments, Inc. and has held previous positions with American Enterprise Investment Services Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Thomas holds Series 7 and SIE licenses. Thomas specializes in providing financial services to individuals, corporations and institutions.

Firm Information

Thomas Roeder 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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Thomas Roeder’s Registration & Firm History

MN

04/30/2018 - Present

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

MN

08/31/2009 - 01/26/2015

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

MN

01/02/2008 - 12/09/2008

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

11/05/1996 - 12/31/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

11/05/1996 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Edward Roeder.
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