Samuel Marvin Schwagel
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 yearsExperience
2 statesRegistered in
$1.8BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- Minnesota Public NotaryOct 2021 to now
- U.S. Bancorp Investments, Inc.Feb 2025 to Feb 2026
- U.S. BankAug 2022 to Jan 2025
- Onemain FinancialFeb 2021 to Aug 2022
- Unemployed Due To Covid-19Mar 2020 to May 2020
- Greenmill RestaurantAug 2019 to Feb 2021
- BernicksMay 2019 to Aug 2019
- Saint Cloud State UniversityAug 2015 to May 2020
- MenardsAug 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8038919
- Firm CRD
- 14455