John
Schmitt
U.S. Bancorp Investments, Inc
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About this Advisor
John Schmitt is a financial advisor working in Madison, Wisconsin, who has 7 years of industry experience. Schmitt is an employee of U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Ameriprise Financial Services Inc, Us Bank and U.S. Bancorp Investments, Inc. Schmitt holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Wisconsin. U.S. Bancorp Investments, Inc is an advisory business that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,657 locations and a total of 1,987 employees. It administers $13 billion in assets under management across its 57,394 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 32 charitable organizations. Of its 57,394 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. U.S. Bancorp Investments, Inc performs a number 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 advisory services typically vary depending on the services provided. However, fee types billed by U.S. Bancorp Investments, Inc likely include 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
John Schmitt Work History
John has been registered as a financial advisor for 7 years.*
Us Bank
U.S. Bancorp Investments, Inc
Ameriprise Financial Services 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 John Schmitt 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
Saint Paul, MN
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Madison, WI
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