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Blair Stuart Schmidt

U.s. Bancorp Investments, Inc.

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About Blair Stuart Schmidt

Blair Stuart Schmidt is a financial advisor with U.S. Bancorp Investments, Inc., located in Pleasanton, CA. Blair has been working in the financial services industry for over 10 years, most recently with U.S. Bancorp Investments, Inc. and U.S. Bank. Blair holds the Series 66, Series 7TO, and SIE licenses and has a strong record of providing financial guidance and investment management services to individuals, businesses, and institutions. Blair specializes in providing financial planning, portfolio management, and investment advisory services. Blair's clients include high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Blair Schmidt is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Blair Schmidt’s Registration & Firm History

CA

09/09/2024 - Present

U.s. Bancorp Investments, Inc. (Pleasanton CA)

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Licenses & Designations

BOTH

Issued 06/01/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blair Stuart Schmidt.
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