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Elizabeth Kelly Schlitter

U.s. Bancorp Investments, Inc.

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About Elizabeth Kelly Schlitter

Elizabeth Schlitter is a financial advisor in Colorado Springs, Colorado and is currently registered with U.S. Bancorp Investments, Inc.. Elizabeth has passed both the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Elizabeth has been a licensed advisor for more than 8 years and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Elizabeth also has a side business selling beauty products.

Firm Information

Elizabeth Schlitter 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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Elizabeth Schlitter’s Registration & Firm History

CO

01/22/2025 - Present

U.s. Bancorp Investments, Inc. (Colorado Springs CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Kelly Schlitter.
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