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Todd Christopher Allen

U.s. Bancorp Investments, Inc.

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About Todd Christopher Allen

Todd Christopher Allen is a financial professional with over 15 years of experience in the industry. Todd is currently registered with U.S. Bancorp Investments, Inc. and has previously held positions with Stiefel, Nicolaus & Company, Incorporated, Deutsche Bank Securities Inc., and Banc of America Securities LLC. Todd is licensed to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico. Todd specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Todd Allen 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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Todd Allen’s Registration & Firm History

NC

04/17/2015 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

NC

11/26/2012 - 04/16/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHARLOTTE NC)

NC

06/23/2010 - 11/26/2012

DEUTSCHE BANK SECURITIES INC. (WINSTON-SALEM NC)

NC

04/15/2004 - 06/22/2010

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 06/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Christopher Allen.
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