Kara
Snyder
U.S. Bancorp Investments, Inc
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About this Advisor
Kara Snyder is a financial advisor based in Gig Harbor, Washington with 13 years of relevant experience. Snyder currently works for U.S. Bancorp Investments, Inc. Their career trajectory has included roles at U.S. Bancorp Investments, Inc and U.S. Bank. Snyder holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. U.S. Bancorp Investments, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,657 locations and a total of 1,987 people on staff. It has $13 billion in total assets among its 57,394 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 32 charitable organizations. Of its 57,394 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in investable assets. U.S. Bancorp Investments, Inc has a diverse set 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 for financial management largely vary depending on which services the firm provides the client. Fee types charged by U.S. Bancorp Investments, Inc most likely are comprised 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
Kara Snyder Work History
Kara has been registered as a financial advisor for 13 years.*
U.S. Bank
U.S. Bancorp Investments, Inc
*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 Kara Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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