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Investment Products and Financial Services

U.S. Bank and its affiliate, U.S. Bancorp Investments, have advisors who can help you with a wide range of investment, banking and insurance products and services.

Investment Products and Financial Services

Financial Planning

The first step to helping you achieve your goals is having a plan in place. Our advisors can help you clearly define your goals and work with you to create a strategy to help address them.

Private Banking

An exclusive bank within U.S. Bank, dedicated to servicing the complex financial needs of wealth management clients.

Retirement Planning

Our financial professionals will work with you to help develop and implement your retirement savings strategy. And once you reach retirement, we can help you understand your ongoing income needs and manage your portfolio.

IRAs and Retirement Services

Help find the right choices for your retirement, including contributory Traditional and Roth IRAs, rollovers, Roth IRA conversions and more.

Invest On Your Own

Invest with confidence by taking advantage of the tools and convenience of the U.S. Bancorp Investments online brokerage option.

Investment Management

Today’s fast-paced markets can be challenging. Professionally managed investment options may open the investment world to you.


Personalized insurance strategies through U.S. Bancorp Investments, Inc. can help you protect what matters and may even help build wealth.

Investment Products Glossary

Here are definitions for some of today’s most popular investment options. We can help you understand the variety of options that are available and help you diversify your portfolio.

Education Funding

Help take advantage of the latest tools to help you deal with the rising cost of education. We can help you set up 529 plans, Coverdell education savings accounts and custodial accounts.


Find What's Right for You

Save for Your Retirement

Rollover a 401(k)

Private Client Services

We'll work with you to create customized savings and investment strategies to help you work toward your retirement goals.

You've worked hard to accumulate wealth through your workplace plan. Help preserve it with a rollover or Roth conversion to a tax-advantaged IRA.

Comprehensive wealth management services include investment management, risk management and insurance1, private banking, trust and estate services and wealth planning.

1Insurance products and services are provided by U.S. Bancorp Investments.

Investment products and services are:

Not a DepositNot FDIC InsuredMay Lose ValueNot Bank GuaranteedNot Insured by any Federal Government Agency

A rollover of qualified plan assets into an IRA is not your only option. Before deciding whether to keep an existing plan, or roll assets into an IRA, be sure to consider potential benefits and limitations of all options. These include total fees and expenses, range of investment options available, penalty-free withdrawals, availability of services, protection from creditors, RMD planning, and taxation of employer stock. Discuss rollover options with your tax advisor for tax considerations.

This information represents the opinion of U.S. Bank and/or U.S. Bancorp Investments and is not intended to be a forecast of future events or a guarantee of future results. This information is designed to be educational and informative. It is not intended to provide recommendations, to provide specific advice concerning retirement accounts and investment planning, or to meet the needs of any particular investor. Investors should consult with their investment professionals for advice concerning their particular situations.

U.S. Bancorp is the parent company of U.S. Bank and U.S. Bancorp Investments.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

Equal Housing Lender Equal Housing Leader. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association, Member FDIC.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.
The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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. Products may not be available in all states. CA Insurance License# OE24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1.800.289.9999 or via An investor brochure describing BrokerCheck is also available through FINRA.

Get Started

Invest with an Advisor

Work with a dedicated advisor.

Call to Invest

Talk to a Financial Consultant at U.S. Bancorp Investments.

Invest on Your Own

Set up a self-directed online brokerage account or IRA account with
U.S. Bancorp Investments.

Wealth Management

U.S. Bank provides comprehensive wealth management services including financial planning, investment management, trust and fiduciary services and private banking.

U.S. Bancorp Investments offers financial planning, investment and brokerage services.

U.S. Bancorp is the parent company of U.S. Bank and
U.S. Bancorp Investments.

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