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Benjamin Jon Fortune

U.S. Bancorp Advisors, LLC

Iowa City, IA

CRD 4238654

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

Branch Locations

204 E Washington St, Iowa City, IA 52240 • 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. Iowa City IA 12/2001 02/2026
U.S. Bancorp Advisors, Llc Iowa City IA 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-17
S63 Uniform Securities Agent State Law Examination 2000-12-22
  • S65 Uniform Investment Adviser Law Examination
    2012-12-17
  • S63 Uniform Securities Agent State Law Examination
    2000-12-22

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

ANTHONY HEINZ LUNECKAS
Alexander Lee Zipse
RILEY ELIZABETH GARDAM LARSON

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Iowa City, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Iowa City, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Iowa City, IA

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