James
Linderer
U.S. Bancorp Investments, Inc
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About this Advisor
James Linderer is a financial advisor based out of Kansas City, Missouri who has 2 years of industry experience. Linderer works at U.S. Bancorp Investments, Inc. Over the course of their career, they have held roles at Waddell & Reed, U.S. Bancorp Investments, Inc, Andrew Watters, Scott Penning, Northwestern Mutual Investment Services LLC, Strategic Wealth Partners, Brokers International Financial Services, Afc Wealth Management, Berthel Fisher And Company Financial Services Inc, M&A Secrities, Northwestern Mutual Wealth Management Company and Bgc Planning, Inc. Linderer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. U.S. Bancorp Investments, Inc is an advisory company that has its headquarters in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 people on staff. It manages $13 billion in assets among its 57,394 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 32 charities and foundations. Of its 57,394 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. U.S. Bancorp Investments, Inc has a wide range 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. A financial advisor's fees vary depending on which services the firm provides the client. Fee types charged by U.S. Bancorp Investments, Inc can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
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
James Linderer Work History
James has been registered as a financial advisor for 2 years.*
U.S. Bancorp Investments, Inc
Andrew Watters
Scott Penning
Northwestern Mutual Investment Services LLC
Strategic Wealth Partners
Northwestern Mutual Wealth Management Company
Waddell & Reed
U.S. Bancorp Investments, Inc
Berthel Fisher And Company Financial Services Inc
Bgc Planning, Inc
Brokers International Financial Services
Afc Wealth Management
M&A Secrities
*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 James Linderer 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
Kansas City, MO
San Francisco, CA
Lebanon, OR
West Linn, OR
Saint Paul, MN
Portland, OR
Saint Louis, MO
Madison, WI
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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