Alexis
Cogar

U.S. Bancorp Investments, Inc

CRD#7648328
Investment Advisor
in Wayzata, MN

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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

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

1212 E Wayzata Blvd
Wayzata, MN 55391

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

MN Average: 157
Total Number of Accounts

60,028

MN Average: 8,262
Average Account Size

$264,455

MN 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

Alexis Cogar Work History

2022 - Present (2 years)

U.S. Bancorp Investments, Inc

2018 - Present (6 years)

White Bear Bar

2018 - 2022 (4 years)

U.S. Bank

2018 - 2018 (< 1 year)

Seven Steakhouse

2016 - 2018 (2 years)

Tpc Twin Cities

2016 - 2018 (2 years)

Rudy'S

2014 - 2016 (2 years)

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.

Financial Advisors at U.S. Bancorp Investments, Inc

Grigoriy Kuznetsov
Saint Paul, MN
Danish Rauf
Des Plaines, IL
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Rachel Torres
Ashland, OR
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.

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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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