Theodore Hartzler is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Ladue, MO, with 12 years of industry experience. Theodore 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
8822 Ladue Rd, Ladue, MO, 63124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore is a finance council member at Saint Stephen Protomartyr Catholic Church, advising on financial and budgeting matters, dedicating minimal time. He also serves as a board member for Saint Joseph Housing Initiative, guiding the charity's strategic efforts, also dedicating minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations31 states
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