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Susan Elizabeth Grosshans

U.s. Bancorp Investments, Inc.

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About Susan Elizabeth Grosshans

Susan Grosshans is a financial advisor with over 30 years of experience in the financial services industry. She is a registered representative of U.S. Bancorp Investments, Inc. and holds Series 6, 7, 63, and 66 licenses. Susan provides financial planning, portfolio management for individuals and businesses, and educational seminars. She is committed to helping her clients reach their financial goals. Susan is registered to conduct business in 20 states and also conducts investment advisory business in Washington.

Firm Information

Susan Grosshans 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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Susan Grosshans’s Registration & Firm History

WA

02/03/2010 - Present

U.s. Bancorp Investments, Inc. (Bellevue WA)

WA

05/02/2009 - 02/03/2010

CHASE INVESTMENT SERVICES CORP. (WOODINVILLE WA)

WA

06/20/1990 - 05/02/2009

WAMU INVESTMENTS, INC. (EDMONDS WA)

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Licenses & Designations

BOTH

Issued 09/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1994

Series 7 - General Securities Representative Examination

BC

Issued 06/14/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Susan Elizabeth Grosshans. Review regulatory record here.
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