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Zhanna Fish

U.s. Bancorp Investments, Inc.

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About Zhanna Fish

Zhanna Fish is an investment advisor representative at U.S. Bancorp Investments, Inc. Zhanna has been in the financial industry since May 2011 and has held previous positions with UNIONBANC INVESTMENT SERVICES, LLC and MUFG UNION BANK. Zhanna holds licenses for both securities and investment advisory services. Zhanna is also registered in Arizona, California, Florida, Georgia and Washington. Zhanna's firm is registered with the Securities and Exchange Commission and has regulatory assets under management of over $15 billion. The firm provides a variety of services including financial planning, portfolio management for individuals and businesses, and publication of periodicals.

Firm Information

Zhanna Fish 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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Zhanna Fish’s Registration & Firm History

SD

06/02/2023 - Present

U.s. Bancorp Investments, Inc. (Sioux Falls SD)

CA

05/03/2011 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 07/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zhanna Fish.
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