Christine
Schaub

U.S. Bancorp Investments, Inc

CRD#5286807
Investment Advisor
in Cincinnati, OH

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About this Advisor

Christine Schaub is a financial advisor based in Cincinnati, Ohio, working with U.S. Bancorp Investments, Inc. Christine has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Fifth Third Bank, Fifth Third Securities, U.S. Bank, and U.S. Bancorp Investments, Inc. Christine has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Christine is part of U.S. Bancorp Investments, Inc, which operates out of Cincinnati, Ohio. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

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

425 Walnut St
Cincinnati, OH 45202

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

OH Average: 157
Total Number of Accounts

60,028

OH Average: 8,262
Average Account Size

$264,455

OH 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

Christine Schaub Work History

2022 - Present (2 years)

U.S. Bank

2022 - Present (2 years)

U.S. Bancorp Investments, Inc

2018 - 2022 (4 years)

Fifth Third Bank

2018 - 2021 (3 years)

Fifth Third Securities

2014 - 2018 (4 years)

J.P. Morgan Securities LLC

2014 - 2018 (4 years)

Jpmorgan Chase Bank Na

Disclosures

Please visit the SEC profile of Christine Schaub 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

Grigoriy Kuznetsov
Saint Paul, MN
Christina Clark
Bloomington, MN
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Danish Rauf
Des Plaines, IL
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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