Ann Page Beard

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

• 11/2010 → 02/2026
  U.S. Bancorp Investments, Inc.
  Bowling Green, KY
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Bowling Green, KY

Previous Registrations

• 2010-11-29 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Nashville, TN
  Bowling Green, KY
  Russellville, KY
  Franklin, KY
  Auburn, KY
  Bowling Green, KY
  Bowling Green, KY
  Glasgow, KY
  Scottsville, KY
  Bowling Green, KY
  Glasgow, KY
  Bowling Green, KY
  Bowling Green, KY
  Scottsville, KY
  Cave City, KY
  Tompkinsville, KY
  Bowling Green, KY
  Bowling Green, KY
• 2004-05-26 → 2010-12-06
  J.J.B. Hilliard, W.L. Lyons, Llc
  Bowling Green, KY
  Bowling Green, KY
  Maysville, KY

Other Businesses

1) Boys & Girls Club Board of Directors; not investment-related; Bowling Green, KY; Civic Business; Board Member; 1 hours/month; 0 hours/trading; help run Boys & Girls club. 2) Braided Beard LLC; Not Investment-related; Bowling Green, KY; Internet Sales of Riley's Tea Cookies; Partner; 4/2019; 0 hours/month; 0 hours/trading; consultant.

Exams

• S66 Uniform Combined State Law Examination
  1998-07-31

Other Names

• Page Beard
• Ann P Beard
• Page Beard Horstmeyer
• Page Horstmeyer