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Jeffrey James Philipsek

U.S. Bancorp Advisors, LLC

Saint Paul, MN

Apple Valley, MN

CRD 5255989

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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

60 Livingston Ave, Saint Paul, MN 55107 • United States

Apple Valley, MN • 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. Saint Paul MN 12/2014 02/2026
U.S. Bancorp Advisors, Llc Saint Paul MN 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-11
S63 Uniform Securities Agent State Law Examination 2007-03-30
  • S65 Uniform Investment Adviser Law Examination
    2010-03-11
  • S63 Uniform Securities Agent State Law Examination
    2007-03-30
Other Names
  • Jeffrey Philipsek
  • Jeffrey J Philipsek

View on SEC IAPD

Nearby Firms

CLEARWATER MANAGEMENT CO., INC.
FIDUCIARY COUNSELLING INC
MAIRS & POWER

Nearby Investors

CHRISTIAN AUDREY NIELSEN
THOMAS W. WALSH
Patrick Daniel Carotenuto

Nearby Offices

CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
FIDUCIARY COUNSELLING INC · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN

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