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Richard Patrick Bertino

U.S. Bancorp Advisors, LLC

Omaha, NE

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Current Employers
U.S. Bancorp Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • NE RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

14301 Fnb Pkwy, Omaha, NE 68154 • 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
Wells Fargo Advisors Llc Omaha NE 01/2011 11/2016
Wells Fargo Clearing Services, Llc Omaha NE 11/2016 06/2021
U.S. Bancorp Investments, Inc. Omaha NE 06/2021 02/2026
U.S. Bancorp Advisors, Llc Omaha NE 02/2026 Present
Previous Registrations
  • 2021-06-16 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Saint Paul, MN
    Omaha, NE
    Omaha, NE
    Bellevue, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Elkhorn, NE
    Omaha, NE
    Omaha, NE
  • 2011-01-03 → 2021-06-16
    Wells Fargo Clearing Services, Llc
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Sioux Falls, SD
    Omaha, NE
  • 2001-05-08 → 2011-01-03
    Wells Fargo Investments, Llc
    Omaha, NE
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-30
S63 Uniform Securities Agent State Law Examination 1989-11-28
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
  • S63 Uniform Securities Agent State Law Examination
    1989-11-28

View on SEC IAPD

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