Stephani Skidmore
Stephani Skidmore is a registered investment advisor at U.S. Bancorp Investments, INC., based in Cincinnati, OH, with 7 years of industry experience. Stephani 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 52,436 clients with $19B 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
5065 Wooster Rd, Cincinnati, OH, 45226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephani sells gently used clothes and accessories online through Poshmark since March 2023. This activity, which involves taking photos and posting items, requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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