Jeremiah Kath, financial advisor Portage WI
90 score

Jeremiah Kath

CRD Number: 5918952
Current Firm: U.s. Bancorp Investments, Inc.

Jeremiah Kath (CRD# 5918952) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Portage, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Portage, WI Nov 2013 - Current 3
Edward Jones St. Louis, MO May 2011 - Nov 2013 2
Wilderness Hotel And Golf Resort Wisconsin Dells, WI May 2007 - May 2011 4
Fast Action Realty Pardeeville, WI May 2007 - Apr 2011 3
Sun Prairie Area School District Sun Prairie, WI Feb 2007 - May 2007 < 1
Marcus Evans Madison, WI Jan 2007 - Feb 2007 < 1
Ymca Of Dane County Madison, WI Dec 2006 - Dec 2006 < 1
Pardeeville Area School District Pardeeville, WI May 2006 - Dec 2006 < 1
Cambria Friesland School District Cambria, WI May 2006 - Dec 2006 < 1
Wilderness Hotel And Golf Resort Wisconsin Dells, WI Apr 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Jeremiah D. Kath
Phone Number: 800-888-4700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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