Regina
Stalzer

U.S. Bancorp Investments, Inc

CRD#2344110
Investment Advisor
in Cincinnati, OH

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About this Advisor

Regina Stalzer is a financial advisor based in Cincinnati, Ohio, working with U.S. Bancorp Investments, Inc. Regina has previously held a position at U.S. Bancorp Investments, Inc. Regina has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Regina 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 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

5065 Wooster Rd
Cincinnati, OH 45226

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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

Regina Stalzer Work History

2006 - Present (18 years)

U.S. Bancorp Investments, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Regina Stalzer 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
Aaron Nelson
Colorado Springs, CO
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Samuel Leidholm
Bismarck, ND
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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