Garrett
Mcginnis
U.S. Bancorp Investments, Inc
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About this Advisor
Garrett Mcginnis is a financial advisor based in Roseburg, Oregon, working with U.S. Bancorp Investments, Inc. Garrett has previously held positions at Ameriprise Financial Services, Inc, Us Air Force, U.S. Bancorp Investments, Inc, Ameriprise Financial Services, LLC, Formula Financial LLC, and Coquille School District. Garrett has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Oregon. Currently, Garrett is part of U.S. Bancorp Investments, Inc, which operates out of Roseburg, Oregon. 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
Garrett Mcginnis Work History
U.S. Bancorp Investments, Inc
Coquille School District
Formula Financial LLC
Ameriprise Financial Services, LLC
U.S. Bancorp Investments, Inc
Ameriprise Financial Services, Inc
Us Air Force
Disclosures
Please visit the SEC profile of Garrett Mcginnis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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