Ryan
Koch

U.S. Bancorp Investments, Inc

CRD#1529865
Investment Advisor
in Reno, NV

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About this Advisor

Ryan Koch is a financial advisor working in Reno, Nevada with 1 year of industry experience. Koch currently works for U.S. Bancorp Investments, Inc. Over the course of their career, Koch has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Key Bank, Bank Of America, N.A, Peak Brokerage Srvices, LLC, Blackridge Asset Management, Out Of The Box Technology, U.S. Bank and U.S. Bancorp Investments, Inc. Koch holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Nevada and Oregon. U.S. Bancorp Investments, Inc is a firm operating out of Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 advisors. It controls $13 billion in assets between its 57,394 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 57,394 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets available to invest. U.S. Bancorp Investments, Inc has a broad set 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. Financial advisory fees usually vary depending on which services are provided. However, fee types billed by U.S. Bancorp Investments, Inc can include some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

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

1 E Liberty Street
Reno, NV 89501

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

NV Average: 157
Total Number of Accounts

57,394

NV Average: 8,262
Average Account Size

$233,336

NV 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

Ryan Koch Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

U.S. Bank

2022 - Present (2 years)

U.S. Bancorp Investments, Inc

2019 - 2022 (3 years)

Peak Brokerage Srvices, LLC

2019 - 2022 (3 years)

Blackridge Asset Management

2019 - 2022 (3 years)

Out Of The Box Technology

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2019 (3 years)

Bank Of America, N.A

2012 - 2016 (4 years)

Key Bank

*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 Ryan Koch 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

Jonathan Rafferty
Las Cruces, NM
William Thomas
Des Moines, IA
Dejene Ayalew
Saint Paul, MN
Chad Sann
Gresham, OR
Anthony Platano
Ashtabula, OH
Marcia Secor
Saint Paul, MN
Casey Nelson
Saint Louis, MO
Annie Duyen-An Mai
San Jose, CA

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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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.

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