Michael
Robertson
U.S. Bancorp Investments, Inc
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About this Advisor
Michael Robertson is a financial advisor based in Lake Forest, California, working with U.S. Bancorp Investments, Inc. Michael has previously held positions at U.S. Bank and U.S. Bancorp Investments, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of U.S. Bancorp Investments, Inc, which operates out of Lake Forest, California. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Robertson Work History
U.S. Bancorp Investments, Inc
U.S. Bank
Disclosures
Please visit the SEC profile of Michael Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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