Brian Scherman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 24 years of industry experience. Brian 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, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Hsbc Securities (USA) INC.Broker
UBS Financial Services INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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