Rachel
Torres
U.S. Bancorp Investments, Inc
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About this Advisor
Rachel Torres is a financial advisor who works out of Ashland, Oregon with 1 year of relevant experience. Torres works at U.S. Bancorp Investments, Inc. Their career trajectory has included roles at New York Life, Sprout Child Care, Key Investment Services, Ben Kalina, Northwestern Mutual Wealth Management Company, U.S. Bancorp Investments, Inc and Northwestern Mutual Investment Services LLC. Torres maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Oregon. U.S. Bancorp Investments, Inc is a financial advisory company operating out of Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 financial advisors. It oversees $13 billion in assets across its 57,394 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 32 charities and foundations. Of its 57,394 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. U.S. Bancorp Investments, Inc has a number 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. Financial advisory fees largely depend on which services the firm provides the client. However, fee types billed by U.S. Bancorp Investments, Inc likely are comprised 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
Rachel Torres Work History
Rachel has been registered as a financial advisor for 1 years.*
U.S. Bancorp Investments, Inc
Northwestern Mutual Wealth Management Company
Key Investment Services
Ben Kalina
Northwestern Mutual Investment Services LLC
Key Investment Services
New York Life
New York Life
Sprout Child Care
*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 Rachel Torres 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
Florissant, MO
Lebanon, OR
Kansas City, MO
Mackay, ID
Portland, OR
Saint Louis, MO
Madison, WI
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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