GB
Gregory R. Bisser
U.S. BANCORP INVESTMENTS
Greendale, WI 53129
Some features on this profile are disabled
CRD#: 2035994
GB
Professional summary
Gregory Robert Bisser is a registered financial advisor currently at U.S. BANCORP INVESTMENTS, INC. located in Greendale, Wisconsin.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Gregory has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Basilica of St. Josaphat Church; Not Investment-related; Milwaukee, WI; Religious; Finance Committee Member; 2002; 2 Hours/Month; 0 Hours/Trading; Assist Pastor with any and all financial matters of the church. 2.) Conventual Franciscans Friars of St. Bonaventure Province; Not Investment-related; Chicago, IL; Religious; Finance Committee Member; 06/2024; 3 Hours/Month; 0 Hours/Trading; Give advice on financial matters.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Robert Bisser's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gregory Robert Bisser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2010 - Present
U.S. BANCORP INVESTMENTS, INC.
Office #1: 5434 S 76th St, Greendale, WI 53129Office #2: 9109 W Drexel Ave, Franklin, WI 53132Office #3: 4333 S 27th St, Greenfield, WI 53221Office #4: 4015 S Howell Ave, Milwaukee, WI 53207RIA
BD
CRD#: 17868
Greendale, WI
Current
March 31, 2010 - Present
U.S. BANCORP INVESTMENTS, INC.
Office #1: 5434 S 76th St, Greendale, WI 53129Office #2: 9109 W Drexel Ave, Franklin, WI 53132Office #3: 4333 S 27th St, Greenfield, WI 53221Office #4: 4015 S Howell Ave, Milwaukee, WI 53207RIA
BD
CRD#: 17868
Greendale, WI
Past
November 13, 2009 - April 1, 2010
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
MILWAUKEE, WI
Past
November 13, 2009 - April 1, 2010
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
MILWAUKEE, WI
Past
January 18, 2008 - November 13, 2009
NATCITY INVESTMENTS, INC.
RIA
CRD#: 17490
GREENDALE, WI
Past
January 18, 2008 - November 13, 2009
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
GREENDALE, WI
Past
March 1, 2005 - January 31, 2008
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
WEST ALLIS, WI
Past
February 28, 2005 - January 31, 2008
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
WEST ALLIS, WI
Past
May 15, 2001 - December 11, 2006
VISION ASSET MANAGEMENT INC
RIA
CRD#: 110412
GREENDALE, WI
Past
October 1, 1999 - February 28, 2005
VISION INVESTMENT SERVICES, INC.
BD
CRD#: 46609
ROSEMONT, IL
Past
December 2, 1997 - October 1, 1999
FOCUSED INVESTMENTS L.L.C.
BD
CRD#: 37532
CHICAGO, IL
Past
April 14, 1997 - December 5, 1997
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
September 1, 1994 - May 6, 1997
PRINCIPAL FINANCIAL SECURITIES,INC.
BD
CRD#: 260
DALLAS, TX
Past
January 17, 1991 - September 1, 1994
HAMILTON INVESTMENTS, INC.
BD
CRD#: 821
Past
August 17, 1990 - January 18, 1991
WHITEHOUSE & MOORE INVESTMENTS, INC.
BD
CRD#: 24738
Past
April 26, 1990 - August 10, 1990
BLINDER, ROBINSON & CO., INC.
BD
CRD#: 5096
Past
March 12, 1990 - April 5, 1990
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UB
U.S. BANCORP INVESTMENTS, INC.
CENTRAL INVESTMENT SERVICES, INC. | US BANCORP | U.S. BANCORP INVESTMENTS, INC. | U.S. BANCORP INVESTMENTS | FBS INVESTMENT SERVICES, INC.
CRD#: 17868 / SEC#: 801-68122, 8-35359
RIA
Registered Investment Advisory firm - SEC (7/23/2007 Approved)Arizona
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Arkansas
Registered Investment Advisory firm - SEC (7/26/2007 Terminated)California
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/26/2007 Terminated)Idaho
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Illinois
Registered Investment Advisory firm - SEC (7/23/2007 Terminated)Iowa
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Kentucky
Registered Investment Advisory firm - SEC (7/25/2007 Terminated)Missouri
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Nebraska
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Nevada
Registered Investment Advisory firm - SEC (8/15/2007 Terminated)Ohio
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Oregon
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)South Dakota
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Tennessee
Registered Investment Advisory firm - SEC (8/23/2007 Terminated)Texas
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Utah
Registered Investment Advisory firm - SEC (8/23/2007 Terminated)Washington
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/12/2010)
RR
California(3/31/2010)
RR
Colorado(11/6/2015)
RR
Florida(5/12/2010)
RR
Georgia(11/23/2016)
RR
Illinois(9/20/2010)
RR
Indiana(11/18/2016)
RR
Michigan(12/3/2013)
RR
Minnesota(3/31/2010)
RR
New Jersey(8/30/2019)
RR
New Mexico(11/15/2023)
RR
Oregon(8/17/2015)
RR
Texas(6/5/2018)
RR
Washington(4/7/2010)
RR
Wisconsin(3/31/2010)
IAR
Wisconsin(3/31/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UB
U.S. BANCORP INVESTMENTS, INC.
CENTRAL INVESTMENT SERVICES, INC. | US BANCORP | U.S. BANCORP INVESTMENTS, INC. | U.S. BANCORP INVESTMENTS | FBS INVESTMENT SERVICES, INC.
CRD#: 17868 / SEC#: 801-68122, 8-35359
RIA
Registered Investment Advisory firm - SEC (7/23/2007 Approved)Arizona
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Arkansas
Registered Investment Advisory firm - SEC (7/26/2007 Terminated)California
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/26/2007 Terminated)Idaho
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Illinois
Registered Investment Advisory firm - SEC (7/23/2007 Terminated)Iowa
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Kentucky
Registered Investment Advisory firm - SEC (7/25/2007 Terminated)Missouri
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Nebraska
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Nevada
Registered Investment Advisory firm - SEC (8/15/2007 Terminated)Ohio
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Oregon
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)South Dakota
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Tennessee
Registered Investment Advisory firm - SEC (8/23/2007 Terminated)Texas
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Utah
Registered Investment Advisory firm - SEC (8/23/2007 Terminated)Washington
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (7/24/2007 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
60 Livingston Avenue Ep-mn-n2wc, Saint Paul, MN 55107
Mailing Address
60 Livingston Avenue Ep-mn-n2wc, Saint Paul, MN 55107
Phone number
(800) 888-4700
Established
Delaware since 02/25/1974
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
2,152
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | PARENT CORPORATION | |
| AHMAD, MASOOD | SENIOR VICE PRESIDENT, OPERATIONS MANAGER | 7887624 |
| BEJASA, EILEEN | DIRECTOR | 7002808 |
| CLARK, SHANNON KEITH | DIRECTOR AND CHIEF FINANCIAL OFFICER | 5829700 |
| FERGUSON, KIMBERLY NICOLE | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 4120145 |
| FLOUM, JOEL IRA | DIRECTOR | 2405754 |
| LAWLOR, BETH D | DIRECTOR | 5352662 |
| MCCARTHY, MATTHEW RYAN | CHIEF LEGAL OFFICER | 6818984 |
| MOLLOY, JOHN WILLIAM JR. | DIRECTOR | 1939358 |
| ROLLAND, JODI THOMPSON | DIRECTOR | 2290884 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER, DIRECTOR | 5025315 |
| STEGEMEYER, STEPHEN KYLE | DIRECTOR | 2793064 |
| STEINER, STEPHEN WARD | CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT AND DIRECTOR | 2259345 |
| WHANG, JAMES | DIRECTOR | 2737019 |
Regulatory assets under management
| Total Number of Accounts | 66,996 |
| AUM (Assets Under Management) | $ 19,296,734,956 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 12 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2024 | ||
| 11/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
U.S. BANCORP INVESTMENTS, INC.
CRD#: 17868Greendale, WI 53129TRUST BUT VERIFY
Monitor Gregory Bisser
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
