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Katherine Elizabeth Schullo

U.s. Bancorp Investments, Inc.

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About Katherine Elizabeth Schullo

Katherine Elizabeth Schullo is a financial advisor at U.S. Bancorp Investments, Inc. with a career spanning over 6 years. Katherine has worked in Minneapolis, Minnesota for the last 7 years. Katherine has her Series 7TO, Series 66, and Series 24 licenses, as well as her SIE certification. Katherine's specialties include portfolio management for individuals, portfolio management for businesses, selection of other advisors, publication of periodicals, and financial planning.

Firm Information

Katherine Schullo 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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Katherine Schullo’s Registration & Firm History

MN

09/05/2024 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

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Licenses & Designations

BOTH

Issued 09/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2023

Series 24 - General Securities Principal Examination

BC

Issued 02/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Elizabeth Schullo.
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