linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jill Marie Gutzmer

U.s. Bancorp Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jill? Claim Your Profile

About Jill Marie Gutzmer

Jill Marie Gutzmer is an experienced financial advisor with over 14 years of experience in the industry. Jill is registered with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc. and offers portfolio management services to individuals, businesses, and pension plans. Jill has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Jill Gutzmer is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jill Gutzmer’s Registration & Firm History

CA

07/26/2024 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

MN

10/14/2022 - 12/20/2023

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

01/22/2020 - 04/21/2022

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

02/13/2012 - 10/04/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

10/14/2008 - 03/02/2010

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/21/2000 - 09/16/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

Not sure if Jill Marie Gutzmer is right for you?

Licenses & Designations

BC

Issued 10/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2021

Series 24 - General Securities Principal Examination

BC

Issued 02/06/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Marie Gutzmer.
Not sure if Jill Marie Gutzmer is right for you?