Siara
Montgomery
U.S. Bancorp Investments, Inc
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About this Advisor
Siara Montgomery is a financial advisor based in Saint Paul, Minnesota with a total of 1 year of relevant experience. Montgomery is on the advisory team at U.S. Bancorp Investments, Inc. Over the course of their career, they have held roles at Enterprise Holdings, Hazelwood School District, Lindenwood University, Avis Budget Group, Scottrade, Edward Jones, Mary Kay, Uber, Stifel Nicolaus & Co Inc, U.S. Bancorp Investments, Inc and U.S. Bank. Montgomery holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Missouri. U.S. Bancorp Investments, Inc is a financial advisory business that has its headquarters in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 financial advisors. It handles $13 billion in assets between its 57,394 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 32 charities and foundations. Of its 57,394 customer accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets. The company provides a diverse array 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 typically are based on the services offered. Fee types billed by U.S. Bancorp Investments, Inc can consist 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
Siara Montgomery Work History
Siara has been registered as a financial advisor for 1 years.*
U.S. Bancorp Investments, Inc
U.S. Bank
Stifel Nicolaus & Co Inc
Edward Jones
Scottrade
Mary Kay
Uber
Avis Budget Group
Hazelwood School District
Lindenwood University
Enterprise Holdings
*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 Siara Montgomery 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
San Jose, CA
Ashtabula, OH
Kansas City, MO
Saint Paul, MN
Sioux City, IA
Gresham, OR
Lebanon, OR
West Linn, 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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