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William Scott Wiley

U.s. Bancorp Investments, Inc.

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About William Scott Wiley

William Wiley is a financial advisor registered with U.S. Bancorp Investments, Inc. in Kansas City, Missouri. William has been working in the financial services industry since 1983 and is licensed to provide financial and investment advice in several states. William has earned his Series 6, 7, 22, 24, 63 and 65 securities licenses, and has experience in various investment fields. William specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of other Advisors. William also works as a Real Estate Rental Property Owner.

Firm Information

William Wiley 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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William Wiley’s Registration & Firm History

MO

06/12/2024 - Present

U.s. Bancorp Investments, Inc. (Kansas City MO)

WI

05/09/1996 - 05/31/2005

INVEST FINANCIAL CORPORATION (APPLETON WI)

CA

11/17/1995 - 04/12/1996

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NA

05/31/1991 - 11/27/1995

FIRST INTERSTATE INVESTMENTS,INC.

CA

03/30/1995 - 11/15/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

AZ

06/11/1990 - 07/01/1991

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

TX

01/22/1990 - 06/13/1990

KAVANAUGH SECURITIES, INC. (DALLAS TX)

KS

04/22/1983 - 02/02/1990

WADDELL & REED, INC. (OVERLAND PARK KS)

CA

01/16/1990 - 01/23/1990

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/21/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Scott Wiley. Review regulatory record here.
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