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Chad Michael Mietz

U.s. Bancorp Investments, Inc.

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About Chad Michael Mietz

Chad Michael Mietz is a financial advisor registered with U.S. Bancorp Investments, Inc. Chad has been in the industry since 1996 and has held positions with several firms including FIRSTAR INVESTMENT SERVICES,INC. and WMA SECURITIES, INC. Chad holds a Series 6, 7, 63, and 66 licenses. Chad has a diverse set of clients, including high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. Chad specializes in several areas including retirement planning, college savings, and estate planning.

Firm Information

Chad Mietz 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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Chad Mietz’s Registration & Firm History

WI

06/03/2002 - Present

U.s. Bancorp Investments, Inc. (Madison WI)

NJ

03/25/1997 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

GA

10/03/1996 - 03/24/1997

WMA SECURITIES, INC. (DULUTH GA)

MA

05/23/1996 - 10/07/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/23/1996 - 10/07/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/21/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1997

Series 7 - General Securities Representative Examination

BC

Issued 05/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Michael Mietz.
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