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Mindi Grace Schaefer rodriguez

U.s. Bancorp Advisors, LLC

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About Mindi Grace Schaefer rodriguez

Mindi Grace Schaefer rodriguez is a financial advisor with over 20 years of experience. Mindi is a registered representative with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc. Mindi specializes in portfolio management for individuals and businesses. Mindi is also a content curator and visual storyteller for the social media account UniqueLifeReflections.

Firm Information

Mindi Schaefer rodriguez 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.

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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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Mindi Schaefer rodriguez’s Registration & Firm History

CA

07/14/2023 - Present

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

MN

05/04/2005 - 07/06/2009

PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)

WI

07/18/2002 - 11/30/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

GA

07/25/2002 - 11/01/2004

FSC SECURITIES CORPORATION (ATLANTA GA)

GA

11/30/2001 - 07/22/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 08/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mindi Grace Schaefer rodriguez.
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