Michelle Dianne Wick

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → 02/2026
  U.S. Bancorp Investments, Inc.
  Mount Pleasant, IA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Mount Pleasant, IA

Previous Registrations

• 2006-04-13 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Burlington, IA
  Burlington, IA
  Wellman, IA
  Centerville, IA
  Ottumwa, IA
  Ottumwa, IA
  Ottumwa, IA
  Richland, IA
  Seymour, IA
  West Branch, IA
  Mount Pleasant, IA
  Ottumwa, IA

Other Businesses

Jeffrey & Michelle Wick; Investment Related; Naples, FL; Rental Property; Owner; 12/2019; 0 Hrs/Mth; 0 Hrs/Trading; Joint owner in husband's business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-12
• S63 Uniform Securities Agent State Law Examination
  2000-05-23

Other Names

• Michelle Dianne Hileman
• Michelle D Walderbach
• Michelle Dianne Walderbach