Randall
Rohde

U.S. Bancorp Investments, Inc

CRD#849989
Investment Advisor
in Norfolk, NE

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About this Advisor

Randall Rohde is a financial advisor based in Norfolk, Nebraska with 17 years of relevant experience. Rohde currently works for U.S. Bancorp Investments, Inc. They have spent their complete time as a financial advisor at U.s. Bancorp Investments, Inc. Rohde maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Nebraska. U.S. Bancorp Investments, Inc is a financial advisory firm operating out of Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 employees. It controls $13 billion in assets under management between its 57,394 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 32 charities and foundations. Of its 57,394 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. U.S. Bancorp Investments, Inc has a number 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. Fees for financial advisory services usually depend on which services are offered. Fees charged by U.S. Bancorp Investments, Inc most likely include some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 years

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

333 Norfolk Avenue
Norfolk, NE 68701

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

NE Average: 157
Total Number of Accounts

57,394

NE Average: 8,262
Average Account Size

$233,336

NE 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

Randall Rohde Work History

Randall has been registered as a financial advisor for 17 years.*

2005 - Present (19 years)

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 Randall Rohde 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

Charles Vickery
Newport Beach, CA
Darren Mier
Chesterfield, MO
Jeff Nizich
Portland, OR
Tyson Scofield
San Francisco, CA
Minjee Sohn
Loveland, OH
Benjamin Richards
Columbus, OH
Casey Nelson
Saint Louis, MO
Clayton Reed
Mackay, ID

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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