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Rachel Ann Kurpe

U.S. Bancorp Advisors, LLC

Columbus, OH

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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
  • OH RA
    APPROVED
    Since 2026-02-13

Branch Locations

7832 Olentangy River Rd, Columbus, OH 43235 • 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 Prudential Insurance Company Of America Columbus OH 08/2016 03/2018
Pruco Securities Llc Columbus OH 08/2016 03/2018
U.S. Bank Columbus OH 03/2018 Present
U.S. Bancorp Investments, Inc. Columbus OH 03/2018 02/2026
U.S. Bancorp Advisors, Llc Columbus OH 02/2026 Present
  • 08/2016 → 03/2018
    The Prudential Insurance Company Of America
    Columbus, OH
  • 08/2016 → 03/2018
    Pruco Securities Llc
    Columbus, OH
  • 03/2018 → Present
    U.S. Bank
    Columbus, OH
  • 03/2018 → 02/2026
    U.S. Bancorp Investments, Inc.
    Columbus, OH
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-04
S63 Uniform Securities Agent State Law Examination 2017-03-15
  • S65 Uniform Investment Adviser Law Examination
    2020-09-04
  • S63 Uniform Securities Agent State Law Examination
    2017-03-15

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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