Steven
Shiek

U.S. Bancorp Investments, Inc

CRD#5620237
Investment Advisor
in Burnsville, MN

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About this Advisor

Steven Shiek is a financial advisor based in Burnsville, Minnesota with 1 year of industry experience. Shiek currently works for U.S. Bancorp Investments, Inc. Over the course of their career, Shiek has held roles at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Edward Jones and U.S. Bancorp Investments, Inc. Shiek has 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 Minnesota. U.S. Bancorp Investments, Inc is a registered investment business operating out of Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 employees. It handles $13 billion in assets under management among its 57,394 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 32 charitable organizations. Of its 57,394 accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. U.S. Bancorp Investments, Inc offers 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by U.S. Bancorp Investments, Inc most likely include any combination 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

900 West County Road 42
Burnsville, MN 55337

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

MN Average: 157
Total Number of Accounts

57,394

MN Average: 8,262
Average Account Size

$233,336

MN 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

Steven Shiek Work History

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

2022 - Present (2 years)

U.S. Bancorp Investments, Inc

2018 - 2022 (4 years)

Edward Jones

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2011 - 2018 (7 years)

Wells Fargo Bank, N.A

2011 - 2016 (5 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 Steven Shiek 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
Tyson Scofield
San Francisco, CA
Brady Jacobsen
Lebanon, OR
Vincent Dhliwayo
West Linn, OR
Jeff Nizich
Portland, OR
Jennifer Luney
Spokane, WA
Casey Nelson
Saint Louis, MO
Seth Thiele
Sioux City, IA

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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