Kayleen Schultz
Kayleen Schultz is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 26 years of industry experience. Kayleen 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
60 Livingston Ave, Saint Paul, MN, 55107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Piper Jaffray INC.Broker
State Registrations1 state
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