Wesley
Gunter
U.S. Bancorp Investments, Inc
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About this Advisor
Wesley Gunter is a financial advisor working in Lake Forest, California who has 2 years of relevant experience. Gunter is an advisor for U.S. Bancorp Investments, Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Securities LLC, Principal Life Insurance Company, Principal Securities Inc, Prudential Insurance Company Of America, Pruco Securities LLC and U.S. Bancorp Investments, Inc. Gunter has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. U.S. Bancorp Investments, Inc is a financial advisory firm that has its headquarters in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 advisors. It administers $13 billion in assets among its 57,394 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 57,394 accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. U.S. Bancorp Investments, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically depend on the services provided. However, fees charged by U.S. Bancorp Investments, Inc most likely consist of some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
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
Wesley Gunter Work History
Wesley has been registered as a financial advisor for 2 years.*
U.S. Bancorp Investments, Inc
Prudential Insurance Company Of America
Pruco Securities LLC
Principal Life Insurance Company
Principal Securities Inc
Jpmorgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith 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 Wesley Gunter 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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