Kari
Patrick
U.S. Bancorp Investments, Inc
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About this Advisor
Kari Patrick is a financial advisor working out of Stillwater, Minnesota, with a total of 5 years of relevant experience. Patrick is an advisor for U.S. Bancorp Investments, Inc. Throughout their career, Patrick has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Wisconsin-Stout, U.S. Bank, U.S. Bancorp Investments, Inc and Hightower Advisors. Patrick has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota and Wisconsin. U.S. Bancorp Investments, Inc is a firm that has its headquarters in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 employees. It handles $13 billion in assets under management among its 57,394 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 57,394 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. U.S. Bancorp Investments, Inc performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by U.S. Bancorp Investments, Inc can consist of 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
Kari Patrick Work History
Kari has been registered as a financial advisor for 5 years.*
U.S. Bank
U.S. Bancorp Investments, Inc
Hightower Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
University Of Wisconsin-Stout
*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 Kari Patrick 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
Saint Paul, MN
Nampa, ID
Madison, WI
Lebanon, OR
Mackay, ID
Spokane, WA
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.
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