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 working out of Cincinnati, Ohio, who has 1 year of relevant experience. Schaub is currently employed by U.S. Bancorp Investments, Inc. Their career trajectory has included roles at The Bank Of Ny Trust Co, Bny Mellon Capital Markets, LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Fifth Third Bank, Fifth Third Securities, U.S. Bank and U.S. Bancorp Investments, Inc. Schaub maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in Ohio. U.S. Bancorp Investments, Inc is a financial advisory firm 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 has $13 billion in assets across its 57,394 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 32 charities and foundations. Of its 57,394 customer accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets. The firm has a broad set 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. Fees for financial management typically depend on which services the firm provides the client. Fees charged by U.S. Bancorp Investments, Inc likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

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

425 Walnut Street
Cincinnati, OH 45202

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

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

1,987

OH Average: 157
Total Number of Accounts

57,394

OH Average: 8,262
Average Account Size

$233,336

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

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

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

2008 - 2014 (6 years)

Bny Mellon Capital Markets, LLC

2004 - 2014 (10 years)

The Bank Of Ny Trust Co

*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 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

Annie Duyen-An Mai
San Jose, CA
William Thomas
Des Moines, IA
Vincent Dhliwayo
West Linn, OR
Lauren Dyer
Florissant, MO
Craig Zimmerman
Milwaukee, WI
Anthony Platano
Ashtabula, OH
Casey Nelson
Saint Louis, MO
Brady Jacobsen
Lebanon, 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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