Joni
Steenhoek
U.S. Bancorp Investments, Inc
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About this Advisor
Joni Steenhoek is a financial advisor based in Ames, Iowa, who has been in the advisory business for 15 years. Steenhoek is an employee of U.S. Bancorp Investments, Inc. They have been an employee of U.s. Bancorp Investments, Inc for the entirety of their career. Steenhoek holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. U.S. Bancorp Investments, Inc is a financial advisory business that has its headquarters in Ames, Iowa. The company has offices in 1,662 locations and a total of 2,384 people on staff. It handles $15 billion in assets under management across its 56,384 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 30 charitable organizations. Of its 56,384 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial management fees usually are based on which services are offered. However, fees billed by U.S. Bancorp Investments, Inc likely include any combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$14,692,533,249
2,384
56,384
$260,580
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Joni Steenhoek Work History
Joni has 15 years of experience.
U.S. Bancorp Investments, Inc
Disclosures
Joni Steenhoek has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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