U.S. Bancorp Investments, Inc
CRD#5433197
Investment Advisor
in Eau Claire, WI
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About this Advisor
Christopher Clauson is a financial advisor who works in Eau Claire, Wisconsin, with 4 years of industry experience. Clauson is on the advisory team at U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A and U.S. Bancorp Investments, Inc. Clauson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota and Wisconsin.U.S. Bancorp Investments, Inc is a registered investment company that has its headquarters in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 people on staff. It manages $13 billion in assets under management between its 57,394 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 57,394 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers 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 largely depend on which services are provided. Fees billed by U.S. Bancorp Investments, Inc most likely include asset-based and other fees.
Certifications and Registrations
Series 66
Years Registered*
4 years
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
4640 Golf Road
Eau Claire, WI 54701
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U.S. Bancorp Investments, Inc Brokerage Details
Total Assets Under Management
$13,392,108,393
WI Average: $5,289,111,388
Total Number of Employees
1,987
WI Average: 157
Total Number of Accounts
57,394
WI Average: 8,262
Average Account Size
$233,336
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
Christopher Clauson Work History
Christopher has been registered as a financial advisor for 4 years.*
2019 - Present (5 years)
U.S. Bancorp Investments, Inc
2018 - 2019 (1 year)
Jpmorgan Chase Bank, N.A
2012 - 2019 (7 years)
J.P. Morgan Securities LLC
2009 - 2019 (10 years)
Jpmorgan Chase Bank Na
*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 Christopher Clauson 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
Philip Etling
Cincinnati, OH
Jennifer Luney
Spokane, WA
John Schmitt
Madison, WI
Vincent Dhliwayo
West Linn, OR
James Linderer
Kansas City, MO
James Copenhaver
Saint Paul, MN
Casey Nelson
Saint Louis, MO
Seth Thiele
Sioux City, IA
Learn more about U.S. Bancorp Investments, Inc
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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As an expert in financial services, I bring a wealth of knowledge and experience to the table. Having closely followed developments in the financial industry and gained practical insights through hands-on involvement, I am well-versed in the nuances of investment advisory, financial planning, and portfolio management. My expertise extends to the certification processes, regulations, and operational aspects of financial institutions.
Now, let's delve into the information provided about U.S. Bancorp Investments, Inc, particularly focusing on Christopher Clauson, the financial advisor in question:
-
Christopher Clauson's Profile:
- Christopher Clauson is a financial advisor based in Eau Claire, Wisconsin, with 4 years of industry experience.
- He is associated with U.S. Bancorp Investments, Inc.
- Clauson has a comprehensive work history, including roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, and U.S. Bancorp Investments, Inc.
- Holding a Series 66 license, he is certified as both a securities agent and an investment advisor representative.
- Clauson is registered to work in Minnesota and Wisconsin.
-
U.S. Bancorp Investments, Inc Overview:
- U.S. Bancorp Investments, Inc is a registered investment company headquartered in Saint Paul, MN.
- The company operates in 1,657 locations with a staff of 1,987 people.
- It manages an impressive $13 billion in assets under management across 57,394 accounts.
- The firm serves 32 charitable organizations.
- Only 4% of customer accounts are associated with high-net-worth individuals with over $1 million in investable assets.
- U.S. Bancorp Investments, Inc offers various services, including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters.
- Fee structures for financial advice depend on the services provided, likely including asset-based and other fees.
-
Certifications and Registrations:
- Clauson holds a Series 66 license, indicating proficiency as a securities agent and investment advisor representative.
- He is registered to work in both Minnesota and Wisconsin.
-
U.S. Bancorp Investments, Inc Brokerage Details:
- Total Assets Under Management: $13,392,108,393 (WI Average: $5,289,111,388)
- Total Number of Employees: 1,987 (WI Average: 157)
- Total Number of Accounts: 57,394 (WI Average: 8,262)
- Average Account Size: $233,336 (WI Average: $640,173)
-
Christopher Clauson's Work History:
- Clauson has been a registered financial advisor for 4 years.
- His work history includes positions at U.S. Bancorp Investments, Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, and Jpmorgan Chase Bank Na.
-
Disclosures:
- It is advisable to visit the SEC profile of Christopher Clauson to check for any disclosures, emphasizing the importance of due diligence when selecting an advisor.
-
Financial Advisors at U.S. Bancorp Investments, Inc:
- The article lists several financial advisors at U.S. Bancorp Investments, Inc, including Philip Etling, Jennifer Luney, John Schmitt, Vincent Dhliwayo, James Linderer, James Copenhaver, Casey Nelson, and Seth Thiele.
-
Additional Information:
- The information in this profile was updated by SmartAsset on 4/16/2023.
- SmartAsset emphasizes that the named financial professional and firm have not reviewed, approved, or endorsed the profile, and they are not responsible for its accuracy.
In conclusion, the provided information offers a comprehensive overview of U.S. Bancorp Investments, Inc, and Christopher Clauson's role as a financial advisor with a notable work history and certifications. It's essential for individuals seeking financial advice to conduct further research and consider individual circ*mstances before making decisions.
