Cynthia Gutz is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Forest Lake, MN, with 25 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Forest Lake, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cynthia volunteers at the front desk of Larkin Dance Studio, where her daughters dance, for about 10-20% of her time. This activity is not investment-related and provides a discount on her daughters' dance tuition.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
Pfm Fund Distributors, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations2 states
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