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Investing & Retirement Planning
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Whether you are new to investing or a seasoned professional, we offer the resources you need to help you achieve your goals.

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Retirement Planning Planning for an Education
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Brokerage products and services are offered by U.S. Bancorp Investments, Inc. (USBI), member FINRA and SIPC. USBI is an investment adviser, brokerage subsidiary of U.S. Bancorp and an affiliate of U.S. Bank. USBI is not a tax adviser and offers financial planning services on a fee basis.

Insurance products including annuities are available through U.S. Bancorp Insurance Services, LLC, and U.S. Bancorp Investments, Inc.; in Montana, U.S. Bancorp Insurance Services of Montana, Inc.; and in Wyoming, U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp. California Agency Number OE24641

NOT A DEPOSIT NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE NOT GUARANTEED BY THE BANK

U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC are not a tax adviser. When it is appropriate, you are encouraged to seek professional tax advice.

Securities and Exchange Commission Rule 11Ac1-6
U.S. Bancorp Investments, Inc. has prepared the linked report pursuant to U.S. Securities and Exchange Commission rule 11Ac1-6 requiring quarterly reports of order routing practices. The report provides information on the routing of any order that the customer has not specifically instructed to be routed to a particular venue for execution. For these non-directed orders, U.S. Bancorp Investments, Inc. has selected the execution venue on behalf of its customers.

View the U.S. Bancorp Investments, Inc. 11Ac1-6 report.


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