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Tracy Kaufman Weibel

U.s. Bancorp Investments, Inc.

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About Tracy Kaufman Weibel

Tracy Kaufman Weibel is a financial advisor in Boise, ID, registered with U.S. Bancorp Investments, Inc. and has been in the industry since 2001. Tracy holds the Series 7, Series 63 and Series 6TO securities licenses. Tracy's areas of expertise include investment planning, retirement planning, and portfolio management for individuals and businesses.

Firm Information

Tracy Weibel 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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Tracy Weibel’s Registration & Firm History

CA

12/16/2024 - Present

U.s. Bancorp Investments, Inc. (San Diego CA)

CA

03/29/2004 - 08/05/2013

UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)

NY

05/21/2001 - 01/04/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

06/26/2001 - 12/31/2001

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

CA

03/03/1999 - 05/29/2001

WM FINANCIAL SERVICES, INC. (IRVINE CA)

NY

03/26/1996 - 05/13/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/10/1995 - 01/22/1996

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/05/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/29/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Kaufman Weibel.
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