Leinelle
Warren

U.S. Bancorp Investments, Inc

CRD#4374976
Investment Advisor
in Seattle, WA

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About this Advisor

Leinelle Warren is a financial advisor working in Seattle, Washington with a total of 17 years of relevant experience. Warren works at U.S. Bancorp Investments, Inc. They have been an employee of U.s. Bancorp Investments, Inc for their whole career. Warren holds Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in Washington. U.S. Bancorp Investments, Inc is a financial advisory business based in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 advisors. It controls $13 billion in total assets across its 57,394 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 32 charities and foundations. Of its 57,394 client accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. U.S. Bancorp Investments, Inc performs a broad assortment 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 charged by financial advisors usually are based on the services. Fees billed by U.S. Bancorp Investments, Inc can be comprised 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

1023 N.E. 63Rd Street
Seattle, WA 98115

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

WA Average: 157
Total Number of Accounts

57,394

WA Average: 8,262
Average Account Size

$233,336

WA 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

Leinelle Warren Work History

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

2004 - Present (20 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 Leinelle Warren 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

Annie Duyen-An Mai
San Jose, CA
Kevin Whitehead
Chesterfield, MO
Tyson Scofield
San Francisco, CA
Minjee Sohn
Loveland, OH
Seth Thiele
Sioux City, IA
Peter Smith
Saint Louis, MO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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