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Michael Mathewson

U.S. Bancorp Advisors, LLC

Heber City, UT

Saint Paul, MN

CRD 4821923

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

Branch Locations

Heber City, UT • United States

60 Livingston Ave, Saint Paul, MN 55107 • 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
Zions Bank Park City UT 06/2013 10/2022
Lpl Financial Llc Park City UT 09/2018 10/2022
U.S. Bank Heber City UT 11/2022 Present
U.S. Bancorp Investments, Inc. Heber City UT 02/2023 02/2026
U.S. Bancorp Advisors, Llc Heber City UT 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-11
S63 Uniform Securities Agent State Law Examination 2004-08-05
  • S66 Uniform Combined State Law Examination
    2019-09-11
  • S63 Uniform Securities Agent State Law Examination
    2004-08-05

View on SEC IAPD

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