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Kelly Lee Schreiner

U.S. Bancorp Advisors, LLC

Fremont, CA

CRD 4229210

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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
CA RA APPROVED 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

39390 Fremont Blvd, Fremont, CA 94538 • 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. Bancorp Investments, Inc. Fremont CA 02/2002 02/2026
U.S. Bank Fremont CA 11/2016 02/2026
U.S. Bancorp Advisors, Llc Fremont CA 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-18
S63 Uniform Securities Agent State Law Examination 2000-10-18
  • S66 Uniform Combined State Law Examination
    2013-07-18
  • S63 Uniform Securities Agent State Law Examination
    2000-10-18
Other Names
  • Kelly Armstrong
  • Kelly Caravantes
  • Kelly Lee Caravantes

View on SEC IAPD

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