Nathan
Sand
U.S. Bancorp Investments, Inc
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About this Advisor
Nathan Sand is a financial advisor based in Saint Paul, Minnesota, working with U.S. Bancorp Investments, Inc. Nathan has previously held positions at U.S. Bancorp Investments, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Lake Street Capital Markets, Aon, and Bank Of America, N.A. Nathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Nathan is part of U.S. Bancorp Investments, Inc, which operates out of Saint Paul, 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
Nathan Sand Work History
U.S. Bancorp Investments, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Aon
Lake Street Capital Markets
Disclosures
Please visit the SEC profile of Nathan Sand 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
Lincolnwood, IL
Sparks, NV
Cincinnati, OH
Milwaukee, WI
Ashland, OR
Lakewood, WA
Ontario, CA
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