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Sheryl Ann Zaworski

U.s. Bancorp Investments, Inc.

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About Sheryl Ann Zaworski

Sheryl Zaworski is an investment advisor representative at U.S. Bancorp Investments, Inc. with over 20 years of experience in the industry. Sheryl has held several roles in the financial services industry, including positions at RBC Capital Markets, LLC and Craig-Hallum Capital Group LLC. Sheryl is licensed in Minnesota and Wisconsin. Sheryl is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Sheryl Zaworski 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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Sheryl Zaworski’s Registration & Firm History

MN

01/30/2014 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

MN

02/20/2013 - 07/01/2013

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

MN

06/21/2004 - 02/09/2012

RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

NY

10/29/2001 - 01/09/2004

RBC DAIN RAUSCHER INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/06/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheryl Ann Zaworski.
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