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Scott David Erisman

U.s. Bancorp Investments, Inc.

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About Scott David Erisman

Scott Erisman is a financial advisor with U.S. Bancorp Investments, Inc. Scott has been in the financial industry for over 25 years, offering financial advice and services to individuals, businesses, and institutions. Scott is registered to provide investment advice in several states, including Arkansas, Georgia, Illinois, Kansas, Louisiana, Missouri, New Mexico, Ohio, Oklahoma, and Texas. Scott is also licensed as a Registered Representative, holding Series 6, 7, 63, 65, and 66 licenses. He specializes in investment management, financial planning, and retirement planning. Scott is dedicated to helping his clients reach their financial goals.

Firm Information

Scott Erisman 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 Erisman’s Registration & Firm History

MO

06/10/2024 - Present

U.s. Bancorp Investments, Inc. (Joplin MO)

NJ

01/03/2000 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MO

12/17/1998 - 01/03/2000

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

TX

02/01/1994 - 10/20/1995

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

RI

11/16/1990 - 03/24/1992

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 05/23/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Scott David Erisman. Review regulatory record here.
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