Heather
Patrek
U.S. Bancorp Investments, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Heather Patrek is a certified financial planner working in Saint Paul, Minnesota with 10 years of relevant experience. Patrek currently works for U.S. Bancorp Investments, Inc. Throughout their career, they have worked at U.S. Bancorp Investments, Inc and U.S. Bank. Patrek maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Minnesota. U.S. Bancorp Investments, Inc is a financial advisory business based in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 financial advisors. It has $13 billion in total assets among its 57,394 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 32 charitable organizations. Of its 57,394 accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a broad array 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 largely depend on which services the firm provides the client. However, fee types charged by U.S. Bancorp Investments, Inc can include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Heather Patrek Work History
Heather has been registered as a financial advisor for 10 years.*
U.S. Bank
U.S. Bancorp Investments, Inc
*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 Heather Patrek 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
Kansas City, MO
San Francisco, CA
Madison, WI
Lebanon, OR
Saint Paul, MN
Portland, OR
Saint Louis, MO
Sioux City, IA
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.
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.
