James Linderer is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Hamilton, OH, with 25 years of industry experience. James 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
150 High Street, Hamilton, OH, 45011
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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
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Waddell & ReedBroker
Waddell & Reed
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
Burch & Company, INCBroker
M&a Securities Group, INC.Broker
Cetera Advisors LLC
Prosperity Network, INC
Cetera Advisors LLCBroker
Vestax Securities CorporationBroker
Edward JonesBroker
AXA Advisors, LLCBroker
Edward JonesBroker
State Registrations2 states
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