Zachary
Yanker

U.S. Bancorp Investments, Inc

CRD#5405951
Investment Advisor
in Chesterfield, MO

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About this Advisor

Zachary Yanker is a financial advisor who works out of Chesterfield, Missouri, with 6 years of relevant experience. Yanker works at U.S. Bancorp Investments, Inc. Over the course of their career, they have held roles at U.S. Bancorp Investments, Inc, Edward Jones and Cassidy Turley Cres, Inc D/B/A Cushman & Wakefield. Yanker has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Missouri. U.S. Bancorp Investments, Inc is an advisory business headquartered in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 financial advisors. It manages $13 billion in assets across its 57,394 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 32 charitable organizations. Of its 57,394 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a broad assortment 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 typically are based on which service is provided. Fees charged by U.S. Bancorp Investments, Inc likely are comprised of some blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

1795 Clarkson Road
Chesterfield, MO 63017

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

MO Average: 157
Total Number of Accounts

57,394

MO Average: 8,262
Average Account Size

$233,336

MO 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

Zachary Yanker Work History

Zachary has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

U.S. Bancorp Investments, Inc

2016 - 2017 (1 year)

Edward Jones

2010 - 2016 (6 years)

Cassidy Turley Cres, Inc D/B/A Cushman & Wakefield

*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 Zachary Yanker 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

Philip Etling
Cincinnati, OH
Jeff Nizich
Portland, OR
Brady Jacobsen
Lebanon, OR
Vincent Dhliwayo
West Linn, OR
James Linderer
Kansas City, MO
Clayton Reed
Mackay, ID
Casey Nelson
Saint Louis, MO
John Schmitt
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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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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