Lesta
Sanchez

U.S. Bancorp Investments, Inc

CRD#5578294
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lesta Sanchez is a financial advisor based in Denver, Colorado, working with U.S. Bancorp Investments, Inc. Lesta has previously held a position at U.S. Bancorp Investments, Inc. Lesta has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Lesta is part of U.S. Bancorp Investments, Inc, which operates out of Denver, Colorado. 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

Series 63, Series 66

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

8401 E Belleview
Denver, CO 80237

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

CO Average: 157
Total Number of Accounts

60,028

CO Average: 8,262
Average Account Size

$264,455

CO 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

Lesta Sanchez Work History

2008 - Present (16 years)

U.S. Bancorp Investments, Inc

Disclosures

Please visit the SEC profile of Lesta Sanchez 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

Grigoriy Kuznetsov
Saint Paul, MN
Christina Clark
Bloomington, MN
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Danish Rauf
Des Plaines, IL
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started