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Scott Calvin Hartman

U.s. Bancorp Investments, Inc.

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About Scott Calvin Hartman

Scott Calvin Hartman is a financial advisor with U.S. Bancorp Investments, Inc. in Council Bluffs, IA. Scott has been in the industry since 1992. Scott is licensed to offer securities and investment advisory services in multiple states. Scott holds Series 7, Series 63, and Series 66 licenses. Scott is registered as an Investment Advisor Representative (IAR) in Iowa. In addition to financial services, Scott is actively involved in several community organizations, including Saint John Lutheran Church, Jennie Edmunson Hospital Foundation, and Council Bluff's Airport Authority.

Firm Information

Scott Hartman 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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Scott Hartman’s Registration & Firm History

IA

06/10/2024 - Present

U.s. Bancorp Investments, Inc. (Council Bluffs IA)

NJ

05/12/1992 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

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Licenses & Designations

BOTH

Issued 03/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Scott Calvin Hartman. Review regulatory record here.
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