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Margaret Mary Sewart

U.s. Bancorp Investments, Inc.

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About Margaret Mary Sewart

Margaret Mary Sewart has been in the financial services industry since October 2012. Margaret Mary Sewart is currently registered with U.S. Bancorp Investments, Inc. and has been with them since May 2020. Prior to this, she was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Associated Investment Services, Inc. She specializes in Portfolio management for individuals and businesses. Margaret Mary Sewart is a licensed representative with the state of Wisconsin.

Firm Information

Margaret Sewart 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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Margaret Sewart’s Registration & Firm History

WI

05/04/2020 - Present

U.s. Bancorp Investments, Inc. (Cedarburg WI)

WI

11/05/2015 - 03/16/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)

WI

05/10/2013 - 07/07/2015

ASSOCIATED INVESTMENT SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 12/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Mary Sewart.
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