Alexis
Cogar
U.S. Bancorp Investments, Inc
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About this Advisor
Alexis Cogar is a financial advisor based in Wayzata, Minnesota, working with U.S. Bancorp Investments, Inc. Alexis has previously held positions at U.S. Bancorp Investments, Inc, White Bear Bar, U.S. Bank, Seven Steakhouse, Tpc Twin Cities, Rudy's, and Applebee's. Alexis has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Alexis is part of U.S. Bancorp Investments, Inc, which operates out of Wayzata, Minnesota. 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
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
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
Alexis Cogar Work History
U.S. Bancorp Investments, Inc
White Bear Bar
U.S. Bank
Seven Steakhouse
Tpc Twin Cities
Rudy'S
Applebee'S
Disclosures
Please visit the SEC profile of Alexis Cogar 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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