Kayleen Elizabeth Schultz

Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 04/2017
  Hightower Securities, Llc
  Minneapolis, MN
• 05/2016 → 04/2017
  Hightower Advisors, Lcc
  Minneapolis, MN
• 05/2017 → 02/2026
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Saint Paul, MN

Previous Registrations

• 2017-05-22 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Edina, MN
  Saint Paul, MN
  Lake Elmo, MN
• 2016-05-06 → 2017-04-18
  Hightower Advisors, Llc
  Minneapolis, MN
• 2015-05-12 → 2016-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2015-05-11
• S63 Uniform Securities Agent State Law Examination
  1996-03-25

Other Names

• Kayleen Schultz
• Kayleen E Schultz