Aaron
Muzzy

U.S. Bancorp Investments, Inc

CRD#7119088
Investment Advisor
in Wausau, WI

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About this Advisor

Aaron Muzzy is a financial advisor based in Wausau, Wisconsin, working with U.S. Bancorp Investments, Inc. Aaron has previously held positions at Ameriprise Financial Services, LLC, Olive Garden, Und, Woodbury High School, Tinuccis, Ameriprise Financial, and U.S. Bancorp Investments, Inc. Aaron has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Aaron is part of U.S. Bancorp Investments, Inc, which operates out of Wausau, Wisconsin. 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

401 5Th St
Wausau, WI 54403

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

WI Average: 157
Total Number of Accounts

60,028

WI Average: 8,262
Average Account Size

$264,455

WI 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

Aaron Muzzy Work History

2023 - Present (1 year)

U.S. Bancorp Investments, Inc

2020 - 2023 (3 years)

Ameriprise Financial Services, LLC

2019 - 2019 (< 1 year)

Ameriprise Financial

2017 - 2020 (3 years)

Olive Garden

2016 - 2020 (4 years)

Und

2014 - 2016 (2 years)

Tinuccis

2012 - 2016 (4 years)

Woodbury High School

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.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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