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Alexander Francis Leri

U.S. Bancorp Advisors, LLC

Pueblo, CO

Pueblo, CO

Pueblo, CO

CRD 5886051

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

Branch Locations

3330 N Elizabeth St, Pueblo, CO 81008 • United States

1851 S Pueblo Blvd, Pueblo, CO 81005 • United States

1130 Bonaforte Rd, Pueblo, CO 81001 • 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
Usaa Financial Advisors Inc Colorado Springs CO 01/2011 05/2020
Usaa Financial Planning Services, Inc Colorado Springs CO 03/2013 05/2020
Usaa Investment Management Company Colorado Springs CO 01/2018 05/2020
Charles Schwab & Co., Inc. Pueblo CO 05/2020 12/2023
U.S. Bancorp Investments, Inc. Pueblo CO 12/2023 02/2026
U.S. Bancorp Advisors, Llc Pueblo CO 02/2026 Present
Previous Registrations
  • 2023-12-20 → 2026-02-13
    Peyton, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Fountain, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Pueblo, CO
    Pueblo, CO
    Pueblo, CO
  • 2020-05-23 → 2023-12-22
    Colorado Springs, CO
    Lone Tree, CO
    Pueblo, CO
    Westlake, TX
    Lone Tree, CO
  • 2018-01-08 → 2020-05-24
    San Antonio, TX
    Colorado Springs, CO
  • 2013-03-25 → 2018-01-08
    Usaa Financial Planning Services
    Colorado Springs, CO
    Pueblo, CO
  • 2012-01-30 → 2013-04-05
    Colorado Springs, CO
Other Businesses

1) Rental Real Estate; Investment-related; Pueblo, CO; Rental Real Estate; Landlord; Owned by Spouse; 10/2022; 2 hours/ month; 0 hours/ trading; Collect rent, arrange for maintenance, repairs, and improvements to property. 2) Rental Real Estate; Investment-related; Pueblo, CO; Rental Real Estate; Landlord; Owner; 01/2012; 1 hours/ month; 0 hours/ trading; Collect rent, arrange for maintenance, repairs, and improvements to property. 3) Hans Gruber Holdings, LLC; Investment-related; Pueblo, CO; Rental real estate; Landlord; Single member of LLC; 11/2024; 1 hour/month; 0 hours/trading; Collect rent, arrange for maintenance, repairs & improvements to property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-28
S63 Uniform Securities Agent State Law Examination 2011-03-28
  • S65 Uniform Investment Adviser Law Examination
    2012-01-28
  • S63 Uniform Securities Agent State Law Examination
    2011-03-28
Other Names
  • Alexander F Leri
  • Alex Leri

View on SEC IAPD

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