Thomas John Michelotti

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

• 12/2013 → 03/2021
  Bmo Harris Bank
  Palatine, IL
• 01/2014 → 03/2021
  Bmo Harris Financial Advisors, Inc
  Palatine, IL
• 03/2021 → 04/2021
  Lpl Financial Llc
  Buffalo Grove, IL
• 04/2021 → 02/2026
  U.S. Bancorp Investments, Inc.
  Fox Lake, IL
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Fox Lake, IL

Previous Registrations

• 2021-05-26 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Mundelein, IL
  Gurnee, IL
  Vernon Hills, IL
  Fox Lake, IL
  Algonquin, IL
  Crystal Lake, IL
  West Dundee, IL
• 2021-03-24 → 2021-05-12
  Lpl Financial Llc
  Rolling Meadows, IL
• 2014-01-16 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Palatine, IL
  Buffalo Grove, IL
  Buffalo Grove, IL
• 2010-02-11 → 2012-04-11
  Pnc Wealth Management Llc
  Lake Bluff, IL
  Libertyville, IL
  Highland Park, IL
• 2008-05-30 → 2008-12-16
  Cetera Investment Advisers Llc
  Libertyville, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-22
• S63 Uniform Securities Agent State Law Examination
  1998-12-16

Other Names

• Tom John Michelotti