Ann Marie Coghill

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

• 07/2013 → 03/2018
  Union Bank
  Portland, OR
• 09/2013 → 03/2018
  Unionbanc Investment Services
  Portland, OR
• 03/2018 → Present
  U.S. Bank
  Portland, OR
• 03/2018 → 02/2026
  U.S. Bancorp Investments, Inc.
  Portland, OR
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Portland, OR

Previous Registrations

• 2018-03-12 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Lake Oswego, OR
  Portland, OR
  Portland, OR
• 2013-10-03 → 2018-03-14
  U.S. Bancorp Advisors, Llc
  Portland, OR

Other Businesses

Portland Community College Foundation; Investment-related; Portland, OR; Non-profit; Board Member - Investment Committee; 9/11/2025; 2-4 hours/month; 2 hours/trading; Member of the investment committee who will make recommendations for board approval.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-03

Other Names

• Ann Marie Bronson