Christopher
Clauson

U.S. Bancorp Investments, Inc

CRD#5433197
Investment Advisor
in Eau Claire, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Clauson is a financial advisor who works in Eau Claire, Wisconsin, with 4 years of industry experience. Clauson is on the advisory team at U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A and U.S. Bancorp Investments, Inc. Clauson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota and Wisconsin. U.S. Bancorp Investments, Inc is a registered investment company that has its headquarters in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 people on staff. It manages $13 billion in assets under management between its 57,394 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 57,394 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice largely depend on which services are provided. Fees billed by U.S. Bancorp Investments, Inc most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

4640 Golf Road
Eau Claire, WI 54701

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

WI Average: $5,289,111,388
Total Number of Employees

1,987

WI Average: 157
Total Number of Accounts

57,394

WI Average: 8,262
Average Account Size

$233,336

WI Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Christopher Clauson Work History

Christopher has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

U.S. Bancorp Investments, Inc

2018 - 2019 (1 year)

Jpmorgan Chase Bank, N.A

2012 - 2019 (7 years)

J.P. Morgan Securities LLC

2009 - 2019 (10 years)

Jpmorgan Chase Bank Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Clauson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Investments, Inc

Jennifer Luney
Spokane, WA
Lauren Dyer
Florissant, MO
Clayton Reed
Mackay, ID
Jeff Nizich
Portland, OR
Tyson Scofield
San Francisco, CA
Teresa Lassandro
Nampa, ID
John Schmitt
Madison, WI
James Copenhaver
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started