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Sarah Christine Schmitz

U.S. Bancorp Advisors, LLC

Sidney, OH

CRD 7526456

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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:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-17
  • OH RA
    APPROVED
    Since 2026-02-17

Branch Locations

115 E Court St, Sidney, OH 45365 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bank Sidney OH 06/2016 12/2025
U.S. Bancorp Investments, Inc. Sidney OH 03/2022 12/2025
U.S. Bancorp Investments, Inc. Sidney OH 12/2025 02/2026
U.S. Bancorp Advisors, Llc Sidney OH 02/2026 Present
  • 06/2016 → 12/2025
    U.S. Bank
    Sidney, OH
  • 03/2022 → 12/2025
    U.S. Bancorp Investments, Inc.
    Sidney, OH
  • 12/2025 → 02/2026
    U.S. Bancorp Investments, Inc.
    Sidney, OH
  • 02/2026 → Present
    Sidney, OH
Other Businesses

1) Juice Plus; Non Investment-related; Anna, Ohio; Healthy living and nutritional supplementation; Partner; 05/2022; Less than 20 hours/ month; 0 hours/ trading; Partner with Juice Plus 2) Earon & Sarah Schmitz; Not Investment-Related; Anna, OH; Cash farm rent; Owner; Owner, 03/16/2022; 0 hours/ month; 0 hours/trading; This is the property that we built our home on and I was put on the deed last year. We own 120 acres, 97 is cash rented by a farmer. The property is my husband's family farm and I was put on deed for succession purposes. 3) Avini Health; Not Investment-Related; Anna, OH 45302; Online Healthcare Supplement Sales; Sales Representative; Partner; Sales Representative; 04/2024; 2 Hours/month; 0/trading hours; Online healthcare supplement sales representative, signing up to receive discounts on the products I purchase

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2022-08-05
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2022-08-05

View on SEC IAPD

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