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Ronald Edward Schumer

U.s. Bancorp Investments, Inc.

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About Ronald Edward Schumer

Ronald Edward Schumer is a financial professional with over 20 years of experience in the industry. Ronald is currently registered with U.S. Bancorp Investments, Inc. in Charlotte, NC. Prior to his current role, Ronald has held positions at Morgan Keegan & Company, Inc., Wachovia Capital Markets, LLC, Banc of America Securities LLC, and Citicorp Securities, Inc. Ronald holds a Series 7, Series 24, Series 63, and SIE license and is registered in North Carolina.

Firm Information

Ronald Schumer 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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Ronald Schumer’s Registration & Firm History

NC

10/22/2010 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

TN

09/28/2009 - 09/03/2010

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NC

04/21/2004 - 11/19/2007

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

NY

02/01/1999 - 02/27/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

11/14/1995 - 11/17/1997

CITICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/04/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Edward Schumer.
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