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Yani Tambu Kisoki

U.s. Bancorp Investments, Inc.

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About Yani Tambu Kisoki

Yani Tambu Kisoki is a financial advisor with U.S. Bancorp Investments, Inc. based in Charlotte, North Carolina. Yani has over 10 years of experience in the financial services industry. Yani is registered with FINRA and holds Series 7, 63, 66, 79 and SIE licenses. Yani specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals. Yani's previous employers include Wells Fargo Securities, LLC and Morgan Stanley.

Firm Information

Yani Kisoki 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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Yani Kisoki’s Registration & Firm History

NC

09/29/2023 - Present

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

NC

09/04/2015 - 01/07/2021

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

CA

06/30/2014 - 08/08/2014

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

CA

02/10/2012 - 03/12/2013

MORGAN STANLEY (SACRAMENTO CA)

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Licenses & Designations

BC

Issued 12/07/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 02/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yani Tambu Kisoki.
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