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Timothy David Williamson

U.s. Bancorp Investments, Inc.

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About Timothy David Williamson

Timothy Williamson is a financial advisor with U.S. Bancorp Investments, Inc. Timothy has been a registered representative since 2002. Timothy is a Registered Representative in Ohio. Timothy has a broad range of experience in the financial services industry and has worked with various firms over the past twenty years. Prior to joining U.S. Bancorp Investments, Inc., Timothy worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., Wunderlich Securities, Inc., Nationwide Investment Services Corporation, Banc One Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Timothy is committed to helping clients achieve their financial goals.

Firm Information

Timothy Williamson 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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Timothy Williamson’s Registration & Firm History

OH

12/05/2023 - Present

U.s. Bancorp Investments, Inc. (Columbus OH)

CA

10/01/2012 - 10/25/2013

J.P. MORGAN SECURITIES LLC (CHATSWORTH CA)

OH

03/10/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

03/31/2009 - 10/28/2010

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

02/13/2008 - 01/14/2009

WUNDERLICH SECURITIES, INC. (LEWIS CENTER OH)

OH

01/05/2007 - 02/01/2008

NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)

OH

07/06/2005 - 01/09/2007

CHASE INVESTMENT SERVICES CORP. (PICKERINGTON OH)

IL

01/21/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

10/02/2002 - 07/14/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/02/2002 - 07/14/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/20/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy David Williamson.
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