Seth
Thiele

U.S. Bancorp Investments, Inc

CRD#5192835
Investment Advisor
in Sioux City, IA

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About this Advisor

Seth Thiele is a financial advisor who works in Sioux City, Iowa who has 1 year of relevant experience. Thiele currently works for U.S. Bancorp Investments, Inc. The advisor has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, U.S. Bancorp Investments, Inc and U.S. Bank. Thiele holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. U.S. Bancorp Investments, Inc is a registered investment business operating out of Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 employees. It handles $13 billion in assets across its 57,394 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 32 charities and foundations. Of its 57,394 client accounts, just 4% belong to high-net-worth individuals who have at least $1 million in investable assets. U.S. Bancorp Investments, Inc offers a diverse array 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. Fees for financial advisory services usually are based on the financial services provided. Fees charged by U.S. Bancorp Investments, Inc likely are comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

4608 Morningside Avenue
Sioux City, IA 51106

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

IA Average: 157
Total Number of Accounts

57,394

IA Average: 8,262
Average Account Size

$233,336

IA 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

Seth Thiele Work History

Seth has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

U.S. Bancorp Investments, Inc

2022 - Present (2 years)

U.S. Bank

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2013 - 2022 (9 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors 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 Seth Thiele 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

Clayton Reed
Mackay, ID
Charles Vickery
Newport Beach, CA
Vincent Dhliwayo
West Linn, OR
James Linderer
Kansas City, MO
Jeff Nizich
Portland, OR
Tyson Scofield
San Francisco, CA
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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