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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
MO RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • MO RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

4155 Mexico Rd, Saint Peters, MO 63376 • United States

2608 W Clay St, Saint Charles, MO 63301 • United States

1525 Kisker Rd, Saint Charles, MO 63304 • United States

Saint Charles, MO • United States

1 Harvester Sq, Saint Charles, MO 63303 • United States

8701 Blue Ridge Blvd, Kansas City, MO 64138 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. St. Charles MO 06/2012 02/2026
U.S. Bancorp Advisors, Llc Saint Charles MO 02/2026 Present
Previous Registrations
  • 2012-06-15 → 2026-02-13
    Creve Coeur, MO
    Saint Louis, MO
    Saint Charles, MO
    Saint Charles, MO
    Saint Peters, MO
    O'FAllon, MO
    Saint Charles, MO
    Saint Charles, MO
    Columbia, MO
    Salisbury, MO
    Hannibal, MO
    Columbia, MO
    Troy, MO
    Kirksville, MO
    Macon, MO
    Jefferson City, MO
    Kirksville, MO
    Kansas City, MO
    Bowling Green, MO
    Shelbina, MO
    Saint Charles, MO
    Saint Charles, MO
    Saint Charles, MO
  • 2006-05-02 → 2012-06-18
    Morgan Keegan & Company, Llc
    St. Louis, MO
    St. Peters, MO
    Town And Country, MO
    St. Charles, MO
    St. Ann, MO
    St. Louis, MO
  • 1999-02-11 → 2006-05-04
    St Charles, MO
Other Businesses

1) St Louis Royal Ramblers Rugby Club; Not investment-related; Saint Charles, MO; Sports; Board Member, Coach, Player; 02/2024; 1 hours/month; 0 hours/trading; Working with other board members to ensure smooth operation of club activities and filing tax forms. 2) Academy of the Sacred Heart; Not investment-related; Saint Charles, MO; It is a K-8th grade private school; Non-profit organization board; 08/20/2026; 1 hours/month; 0 hours/trading; Develop and adopt policies for the operation of the Academy. Monitor financial health, performance and programs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
S63 Uniform Securities Agent State Law Examination 1998-03-26
  • S66 Uniform Combined State Law Examination
    2025-10-02
  • S63 Uniform Securities Agent State Law Examination
    1998-03-26
Other Names
  • Stephen Mckinstry
  • Steve Mckinstry

View on SEC IAPD

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