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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
N61 W6312 Turner St, Cedarburg, WI 53012 • United States
3720 W Villard Ave, Milwaukee, WI 53209 • United States
2368 Washington St, Grafton, WI 53024 • United States
1472 E Sumner St, Hartford, WI 53027 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Cedarburg | WI | 09/2003 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Cedarburg | WI | 02/2026 | Present |
1) Pa7rick Properties; Investment-related; Saukville, WI; Rental Property; Owner; President; 06/2023; 10 Hours/Month; 0 Hours/Trading; Property management. 2) Fischer Pines LLC; Investment-related; Gillett, WI; Short-term Rental; Owner; Managing Member; 8/1/2024; 10 Hours/Month; 0 Hours/Trading; Property manager/coordinator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-19 |
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