James D

U.S. Bancorp Investments, Inc.

At U.S. Bancorp Investments, we provide a broad range of services including retail brokerage, investment advisory services and insurance. We also offer merger and acquisition advisory services through our Business Owner Advisory Services team. Our advisors offer financial planning, investment management and insurance services to help clients at every life stage work toward their financial goals. We understand time is a precious commodity and having access to your investment accounts when and how you want matters in helping you work toward your goals. By offering online investing options like Automated Investor and self-directed brokerage accounts, you have the flexibility to customize your investment experience. Our dedication to transparency and making ethical decisions is at the core of everything we do. As your partner, we always focus on doing what we believe is best for you and your family. We'll design a plan to help bring clarity to your financial life and the confidence to help you work toward achieving your goals. Strategies tailored to your unique situation may help create, grow and protect your wealth so you can have the greatest impact on the areas of your life that matter most. Investment and insurance products and services including annuities are: Not a Deposit, Not FDIC Insured, May Lose Value, Not Bank Guaranteed, Not Insured by any Federal Government Agency. Wealth Management – U.S. Bancorp Investments is a marketing logo for U.S. Bancorp Investments. Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries and affiliates of U.S. Bank. Products may not be available in all states. CA Insurance License # 0E24641