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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
OH RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • OH RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

100 E Main St, Eaton, OH 45320 • United States

720 W 30Th St, Connersville, IN 47331 • United States

2330 Chester Blvd, Richmond, IN 47374 • United States

2909 E Main St, Richmond, IN 47374 • 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
The Huntington Investment Company Columbus OH 09/2007 02/2017
U.S. Bancorp Investments, Inc. Eaton OH 02/2017 02/2026
U.S. Bancorp Advisors, Llc Eaton OH 02/2026 Present
Previous Registrations
  • 2017-02-22 → 2026-02-13
    Saint Paul, MN
    Eaton, OH
    Richmond, IN
    Eaton, OH
    Lynn, IN
    Richmond, IN
    Centerville, IN
    Richmond, IN
    Farmersville, OH
    Cambridge City, IN
    West Milton, OH
    Connersville, IN
    Richmond, IN
    Centerville, IN
    Lynn, IN
  • 2010-04-14 → 2017-02-23
    Englewood, OH
    West Milton, OH
    Brookville, OH
    Centerville, OH
    Bellbrook, OH
    West Milton, OH
    West Milton, OH
    Germantown, OH
    New Lebanon, OH
    Brookville, OH
    Huber Heights, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-13
  • S66 Uniform Combined State Law Examination
    2010-04-13
Other Names
  • Kristin Lauri Wilson

View on SEC IAPD

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