Guy
Edwards

U.S. Bancorp Investments, Inc

CRD#6909108
Investment Advisor
in Lawrence, KS

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About this Advisor

Guy Edwards is a financial advisor based in Lawrence, Kansas, working with U.S. Bancorp Investments, Inc. Guy has previously held positions at Leavenworth Paper & Office Supply LLC, First Command, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Kansas High School Athletic Association, and U.S. Bancorp Investments, Inc. Guy has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Guy is part of U.S. Bancorp Investments, Inc, which operates out of Lawrence, Kansas. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 66

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

1807 W 23Rd St
Lawrence, KS 66046

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

KS Average: 157
Total Number of Accounts

60,028

KS Average: 8,262
Average Account Size

$264,455

KS 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

Guy Edwards Work History

2024 - Present (0 year)

U.S. Bancorp Investments, Inc

2023 - Present (1 year)

Kansas High School Athletic Association

2018 - Present (6 years)

First Command Financial Planning, Inc

2018 - Present (6 years)

First Command Advisory Services, Inc

2018 - Present (6 years)

First Command Insurance Services, Inc

2018 - 2018 (< 1 year)

First Command

1995 - 2018 (23 years)

Leavenworth Paper & Office Supply LLC

Disclosures

Please visit the SEC profile of Guy Edwards 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

Grigoriy Kuznetsov
Saint Paul, MN
Rachel Torres
Ashland, OR
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Samuel Leidholm
Bismarck, ND
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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