Megan
Richter

U.S. Bancorp Investments, Inc

CRD#4874636
Investment Advisor
in Chicago, IL

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About this Advisor

Megan Richter is a certified financial planner working in Chicago, Illinois with a total of 4 years of industry experience. Richter is currently employed by U.S. Bancorp Investments, Inc. Over the course of their career, Richter has held roles at Ritcher Rentals, LLC, J.P. Morgan Securities LLC and U.S. Bancorp Investments, Inc. Richter maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Indiana. U.S. Bancorp Investments, Inc is an advisory firm based out of Saint Paul, MN. The investment advisory business has offices in 1,657 locations and a total of 1,987 financial advisors. It controls $13 billion in total assets across its 57,394 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 57,394 customer accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets available to invest. U.S. Bancorp Investments, Inc offers a diverse array 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 management typically depend on which services the firm provides the client. However, fee types charged by U.S. Bancorp Investments, Inc may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

1000 E 111Th St
Chicago, IL 60628

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

IL Average: 157
Total Number of Accounts

57,394

IL Average: 8,262
Average Account Size

$233,336

IL 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

Megan Richter Work History

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

2019 - Present (5 years)

U.S. Bancorp Investments, Inc

2014 - Present (10 years)

Ritcher Rentals, LLC

2012 - 2019 (7 years)

J.P. Morgan Securities LLC

*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 Megan Richter 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

Jeff Nizich
Portland, OR
Charles Vickery
Newport Beach, CA
Vincent Dhliwayo
West Linn, OR
James Linderer
Kansas City, MO
Tyson Scofield
San Francisco, CA
Teresa Lassandro
Nampa, ID
Casey Nelson
Saint Louis, MO
Brady Jacobsen
Lebanon, OR

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.

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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.

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