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Heather Day Patrek

U.S. Bancorp Advisors, LLC

Minneapolis, MN

CRD 4783007

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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
MN RA APPROVED 2026-02-13
  • MN RA
    APPROVED
    Since 2026-02-13

Branch Locations

800 Nicollet Mall, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Minneapolis MN 03/2004 02/2026
U.S. Bank Minneapolis MN 09/2015 Present
U.S. Bancorp Advisors, Llc Minneapolis MN 02/2026 Present
Previous Registrations
  • 2013-11-12 → 2026-02-13
    Saint Paul, MN
    Fridley, MN
    Plymouth, MN
    Saint Paul, MN
    Roseville, MN
    Roseville, MN
    Mounds View, MN
    New Brighton, MN
    New Brighton, MN
    Circle Pines, MN
    Saint Anthony, MN
    Minneapolis, MN
    Saint Paul, MN
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-14
S63 Uniform Securities Agent State Law Examination 2004-06-28
  • S66 Uniform Combined State Law Examination
    2006-03-14
  • S63 Uniform Securities Agent State Law Examination
    2004-06-28
Other Names
  • Heather Lynn Day
  • Heather Lynn Patrek

View on SEC IAPD

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