Scott
Simon
U.S. Bancorp Investments, Inc
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About this Advisor
Scott Simon is a certified financial planner based in Chesterfield, Missouri who has 10 years of relevant experience. Simon works at U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Fifth Third Securities and U.S. Bancorp Investments, Inc. Simon has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Missouri. U.S. Bancorp Investments, Inc is a financial advisory business operating out of Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 financial advisors. It handles $13 billion in total assets between its 57,394 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 57,394 customer accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. The company 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. A financial advisor's fees vary depending on the type of services provided. Fees charged by U.S. Bancorp Investments, Inc can include any blend of 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
Scott Simon Work History
Scott has been registered as a financial advisor for 10 years.*
U.S. Bancorp Investments, Inc
Fifth Third Securities
*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 Scott Simon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
