Richelle
Wilkerson

U.S. Bancorp Investments, Inc

CRD#2772328
Investment Advisor
in Alameda, CA

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About this Advisor

Richelle Wilkerson is a financial advisor who works in Alameda, California with a total of 11 years of relevant experience. Wilkerson is an employee of U.S. Bancorp Investments, Inc. Over the course of their career, they have held roles at U.S. Bank and U.S. Bancorp Investments, Inc. Wilkerson maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in California. U.S. Bancorp Investments, Inc is a firm operating out of Saint Paul, MN. The investment advisory business has offices in 1,657 locations and a total of 1,987 employees. It has $13 billion in total assets across its 57,394 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 32 charitable organizations. Of its 57,394 accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees typically are based on the financial services provided. Fee types billed by U.S. Bancorp Investments, Inc can include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

2424 Santa Clara Avenue
Alameda, CA 94501

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

CA Average: $5,289,111,388
Total Number of Employees

1,987

CA Average: 157
Total Number of Accounts

57,394

CA Average: 8,262
Average Account Size

$233,336

CA Average: $640,173

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

Richelle Wilkerson Work History

Richelle has been registered as a financial advisor for 11 years.*

2018 - Present (6 years)

U.S. Bank

2009 - Present (15 years)

U.S. Bancorp Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richelle Wilkerson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Investments, Inc

Tyson Scofield
San Francisco, CA
Cristian Spence
Modesto, CA
James Linderer
Kansas City, MO
Jennifer Luney
Spokane, WA
Charles Vickery
Newport Beach, CA
Minjee Sohn
Loveland, OH
Casey Nelson
Saint Louis, MO
Vincent Dhliwayo
West Linn, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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