Scott BiertzerCRD Number: 6241348
Current Firm: U.s. Bancorp Investments, Inc.
Scott Biertzer (CRD# 6241348) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Germain, WI and has over 2 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Packerland Brokerage Services, Inc.
|U.s. Bancorp Investments, Inc.||Minocqua, WI||Sep 2015 - Current||1|
|Associated Investment Services, Inc.||Green Bay, WI||Jan 2015 - Jun 2015||< 1|
|Lpl Financial LLC||Minocqua, WI||Sep 2014 - Dec 2014||< 1|
|Firstmerit Bank||Minocqua, WI||Sep 2014 - Dec 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Minocqua, WI||Aug 2013 - Aug 2014||1|
|Chase||Bainbridge Island, WA||Jan 2013 - Jul 2013||< 1|
|Unemployed||Bainbride Island, WA||Mar 2006 - Jan 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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