Donald
Calvert

U.S. Bancorp Investments, Inc

CRD#3123336
Investment Advisor
in Sheridan, WY

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About this Advisor

Donald Calvert is a financial advisor working out of Sheridan, Wyoming with a total of 3 years of industry experience. Calvert currently works for U.S. Bancorp Investments, Inc. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Calvert maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Wyoming. U.S. Bancorp Investments, Inc is a business that has its headquarters in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 people on staff. It has $13 billion in total assets between its 57,394 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 32 charities and foundations. Of its 57,394 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets available to invest. U.S. Bancorp Investments, Inc performs a broad array 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 largely depend on which services the firm provides the client. However, fees charged by U.S. Bancorp Investments, Inc can be comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

203 South Main
Sheridan, WY 82801

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

WY Average: 157
Total Number of Accounts

57,394

WY Average: 8,262
Average Account Size

$233,336

WY 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

Donald Calvert Work History

Donald has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

U.S. Bancorp Investments, Inc

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2010 - 2020 (10 years)

Wells Fargo Clearing Services, LLC

*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 Donald Calvert 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

Philip Etling
Cincinnati, OH
Charles Vickery
Newport Beach, CA
Brady Jacobsen
Lebanon, OR
Vincent Dhliwayo
West Linn, OR
Jeff Nizich
Portland, OR
Tyson Scofield
San Francisco, CA
Casey Nelson
Saint Louis, MO
Seth Thiele
Sioux City, IA

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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