Christopher Schleder
Christopher Schleder is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Jose, CA, with 19 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
San Jose, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business Activities
Christopher owns rental property in Lincoln, IL since 2018, dedicating a few hours per week to collecting rent, paying the mortgage, and addressing maintenance. This activity is investment-related.
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
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Luzaida Pietri, CFPAmeriprise Financial Services, LLC
- Parvin Manuchehri, CFPClarity Wealth Advisors
- Brian King, CFPDiversify Advisory Services, LLC
- Christopher Raddie, ChFCMML Investors Services, LLC
- Danelle Jenetayeva, CFPPi Wealth Plan LLC
- Paul Dines, CFPEdward Jones