Karen Jane Vanstrom

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

• 05/2011 → 02/2026
  U.S. Bancorp Investments, Inc.
  Rochester, MN
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Rochester, MN

Previous Registrations

• 2011-06-10 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Rochester, MN
  Spencer, IA
  Rochester, MN
  Albert Lea, MN
  Austin, MN
  Blooming Prairie, MN
  Austin, MN
  Blooming Prairie, MN
  Rochester, MN
  Spencer, IA

Other Businesses

1) Dodge Country Club Board Member; Not investment-related; Dodge Center, MN; Golf Course; Board Member, Secretary; ASAP upon approval; 1 hour/month; 0 hours/trading; Attend Board Meetings one time monthly, help with decision making for course improvements. 2) North Comfort Properties LLC; Non Investment-related; Hackensack, MN; VRBO Rental; Pontoon Rental; Owner; 12/2022; 4 hours/ month; 0 hours/ trading; Occasionally renting out a cabin I purchased on 10/31/2022. VRBO will manage all the booking and rental agreement. I'll be available for questions should there be any. Not a full time rental.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-17

Other Names

• Karen Vanstrom
• Karen Jane Nelson