Aaron
Muzzy
U.S. Bancorp Investments, Inc
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About this Advisor
Aaron Muzzy is a financial advisor who works out of Wausau, Wisconsin. Muzzy is an employee of U.S. Bancorp Investments, Inc. Over the course of their career, they have held roles at Ameriprise Financial Services, LLC, Olive Garden, Und, Woodbury High School, Tinuccis, Ameriprise Financial and U.S. Bancorp Investments, Inc. Muzzy maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. U.S. Bancorp Investments, Inc is a registered investment business operating out of Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 employees. It oversees $13 billion in total assets between its 57,394 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 32 charities and foundations. Of its 57,394 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. U.S. Bancorp Investments, Inc performs a number 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 advice vary depending on which services the firm provides the client. However, fees charged by U.S. Bancorp Investments, Inc can consist of any blend 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
Aaron Muzzy Work History
Aaron has been registered as a financial advisor for 0 years.*
U.S. Bancorp Investments, Inc
Ameriprise Financial Services, LLC
Ameriprise Financial
Olive Garden
Und
Tinuccis
Woodbury High School
*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 Aaron Muzzy 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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Hillsboro, OR
Saint Paul, MN
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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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