Scott Biertzer, financial advisor Saint Germain WI
89 score

Scott Biertzer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Scott M. Biertzer
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
89
Clean Record
This advisor has a clean track record with regulators.

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