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Sarah Lynn Schechinger

U.s. Bancorp Investments, Inc.

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About Sarah Lynn Schechinger

Sarah Lynn Schechinger is a financial professional with over 20 years of experience in the industry. Sarah has been associated with U.S. Bancorp Investments, Inc. since 2007. Sarah has a strong understanding of the financial markets and is dedicated to providing clients with personalized investment advice and strategies. She is also registered with Iowa and holds the Series 6, 7, 24, 53, and 66 licenses. Sarah's previous experience includes working with ING Financial Partners, Inc. and BancWest Investment Services, Inc. Sarah is a dedicated and knowledgeable advisor who is committed to helping clients achieve their financial goals.

Firm Information

Sarah Schechinger 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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Sarah Schechinger’s Registration & Firm History

IA

03/28/2008 - Present

U.s. Bancorp Investments, Inc. (Urbandale IA)

CT

04/13/2007 - 11/05/2007

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

NE

08/12/2006 - 11/02/2006

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

IA

06/22/2001 - 08/12/2006

INVEST FINANCIAL CORPORATION (JOHNSTON IA)

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Licenses & Designations

BOTH

Issued 03/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/01/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Lynn Schechinger.
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