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Gregory Erich Schmidt

U.s. Bancorp Investments, Inc.

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About Gregory Erich Schmidt

Gregory Erich Schmidt is a financial advisor based in San Leandro, CA. Gregory is registered with U.S. Bancorp Investments, Inc. and has been in the financial services industry since 1994. Gregory has experience in the financial services industry, with previous registrations with WAMU INVESTMENTS, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, SIERRA INVESTMENT SERVICES CORPORATION, and PRUCO SECURITIES CORPORATION.

Firm Information

Gregory 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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Gregory Schmidt’s Registration & Firm History

CA

06/11/2024 - Present

U.s. Bancorp Investments, Inc. (San Leandro CA)

CA

05/01/1998 - 05/11/2009

WAMU INVESTMENTS, INC. (SAN LEANDRO CA)

CA

11/25/1996 - 05/01/1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

WA

09/19/1996 - 11/25/1996

SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)

CA

05/20/1994 - 09/03/1996

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NJ

07/13/1993 - 11/18/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1995

Series 7 - General Securities Representative Examination

BC

Issued 07/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Gregory Erich Schmidt. Review regulatory record here.
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