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William Butler Brown

U.s. Bancorp Investments, Inc.

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About William Butler Brown

William Butler Brown is a financial advisor at U.S. Bancorp Investments, Inc. in Oregon City, Oregon. William has been working in the industry since 2001 and has a broad range of experience in financial planning and investment management. Prior to joining U.S. Bancorp Investments, Inc. William worked at MML Investors Services, Inc. in Springfield, Massachusetts. William has a Series 6, 7, and 66 licenses.

Firm Information

William Brown 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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William Brown’s Registration & Firm History

OR

12/11/2014 - Present

U.s. Bancorp Investments, Inc. (Oregon City OR)

MA

11/05/2001 - 05/16/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 01/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/11/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Butler Brown.
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