Kristen
Letcher-Mcleod
U.S. Bancorp Investments, Inc
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About this Advisor
Kristen Letcher-Mcleod is a financial advisor who works in Lexington, Kentucky with a total of 5 years of industry experience. Letcher-Mcleod is on the advisory team at U.S. Bancorp Investments, Inc. Letcher-Mcleod has gained experience at Macys Inc, Center For Academic And Tutorial Services - University Of Kentuc, Allsource / Msi Financial Services, University Of Kentucky, Mml Investors Services, LLC, U.S. Bancorp Investments, Inc and City National Bank. Letcher-Mcleod maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky. U.S. Bancorp Investments, Inc is a business that has its headquarters in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 employees. It manages $13 billion in total assets between its 57,394 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 57,394 accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets available to invest. U.S. Bancorp Investments, Inc provides 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 for financial management typically depend on the type of services offered. However, fees billed by U.S. Bancorp Investments, Inc may include 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
Kristen Letcher-Mcleod Work History
Kristen has been registered as a financial advisor for 5 years.*
U.S. Bancorp Investments, Inc
Mml Investors Services, LLC
City National Bank
Allsource / Msi Financial Services
Center For Academic And Tutorial Services - University Of Kentuc
Macys Inc
University Of Kentucky
*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 Kristen Letcher-Mcleod 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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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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