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John Marvin Schmitt

U.s. Bancorp Investments, Inc.

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About John Marvin Schmitt

John Marvin Schmitt is an investment advisor representative, registered in Wisconsin and has been working in the industry since 2012. John is currently affiliated with U.s. Bancorp Investments, Inc., a firm based in Saint Paul, Minnesota. John has previously been registered with Ameriprise Financial Services, Inc. and Thrivent Investment Management Inc. John has a Series 66, Series 7 and SIE license. John has experience with individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. John provides portfolio management for individuals and businesses as well as financial planning services.

Firm Information

John Schmitt 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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John Schmitt’s Registration & Firm History

MN

06/10/2016 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

WI

01/23/2013 - 05/26/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Madison WI)

WI

02/10/2012 - 01/28/2013

THRIVENT INVESTMENT MANAGEMENT INC. (REEDSBURG WI)

MO

10/20/2011 - 12/08/2011

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Marvin Schmitt.
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