Patrick Frederick

At U.S. Bancorp Advisors, we provide a broad range of services including retail brokerage, investment advisory services and insurance. 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. 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. U.S. Wealth Management – U.S. Bancorp Advisors is a marketing logo for U.S. Bancorp Advisors. Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A. Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, CA Insurance License #6011694. Products may not be available in all states. U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each client’s tax and financial situation is unique. Clients should consult their tax and/or legal advisor for advice and information concerning their particular situation.