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Thomas Patrick Casart

U.s. Bancorp Investments, Inc.

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About Thomas Patrick Casart

Thomas Casart is an investment advisor representative with over 15 years of experience in the financial industry. Thomas Casart has been registered with U.S. Bancorp Investments, Inc. since August 2023. Prior to joining U.S. Bancorp Investments, Inc., Thomas Casart has held positions with CETERA INVESTMENT SERVICES LLC, PRUCO SECURITIES, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, SCOTTRADE, INC. and TD AMERITRADE, INC.. Thomas Casart has Series 66, SIE, and Series 7 licenses. Thomas Casart specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses.

Firm Information

Thomas Casart 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 Casart’s Registration & Firm History

NE

08/16/2023 - Present

U.s. Bancorp Investments, Inc. (Lincoln NE)

NE

06/25/2021 - 08/15/2023

CETERA INVESTMENT SERVICES LLC (SEWARD NE)

NE

11/11/2020 - 06/29/2021

PRUCO SECURITIES, LLC. (Omaha NE)

NE

09/06/2017 - 11/05/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LINCOLN NE)

NE

11/30/2015 - 08/30/2017

SCOTTRADE, INC. (LINCOLN NE)

NE

11/12/2008 - 12/07/2015

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 12/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Patrick Casart.
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