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U.S. Bank, U.S. Bancorp Investments, Inc., and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation. Non-qualified withdrawals are subject to all applicable federal and state income taxes, and may be subject to a 10% federal penalty. Please consult your tax advisor or legal counsel for advice and information concerning your particular situation.
This material is based on data obtained from sources we consider to be reliable. It is not guaranteed as to accuracy and does not purport to be complete. This information is not intended to be used as the primary basis of investment decisions. Because of individual client requirements, it should not be construed as advice designed to meet the particular investment needs of any investor. It is not a representation by us or an offer or the solicitation of an offer to sell or buy any security.
For U.S. Bank:
U.S. Bank is not responsible for and does not guarantee the products, services or performance of affiliates.
For U.S. Bancorp Investments, Inc.:
Investment products and services are available through 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 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 and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License # OE24641.
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 www.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
If you would like to learn more about our financial planning or managed account services, please go to www.adviserinfo.sec.gov. You can search this site by using a unique identifying number known as a CRD number. The CRD number for U.S. Bancorp Investments is 17868. There you will find U.S. Bancorp Investments disclosure documents, the Form ADV Part 1, ADV Part 2A and ADV Part 2A Appendix 1.