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Sigrid Baysa Smith

U.s. Bancorp Investments, Inc.

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About Sigrid Baysa Smith

Sigrid Baysa Smith is a financial advisor registered with U.S. Bancorp Investments, Inc. Sigrid has been working in the financial services industry since April 3, 2013. Sigrid is currently registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in California. Previously, Sigrid has been employed by UNIONBANC INVESTMENT SERVICES, LLC, PFS INVESTMENTS INC., J.P. MORGAN SECURITIES LLC, WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC.

Firm Information

Sigrid Smith 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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Sigrid Smith’s Registration & Firm History

CA

06/02/2023 - Present

U.s. Bancorp Investments, Inc. (San Diego CA)

CA

11/09/2022 - 05/26/2023

UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)

CA

02/16/2022 - 11/10/2022

PFS INVESTMENTS INC. (SAN DIEGO CA)

CA

10/30/2017 - 02/28/2020

J.P. MORGAN SECURITIES LLC (CORONADO CA)

CA

11/15/2010 - 11/11/2015

WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)

CA

04/30/2009 - 11/16/2010

WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sigrid Baysa Smith.
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