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Shalee Michelle Shields

U.S. Bancorp Advisors, LLC

Vero Beach, FL

Saint Paul, MN

CRD 6013465

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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
FL RA APPROVED 2025-10-21
  • FL RA
    APPROVED
    Since 2025-10-21

Branch Locations

Vero Beach, FL • United States

60 Livingston Ave, Saint Paul, MN 55107 • 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
Ameriprise Financial Services Inc Minneapolis MN 01/2012 10/2019
U.S. Bancorp Investments, Inc. Vero Beach FL 01/2020 02/2026
U.S. Bancorp Advisors, Llc Vero Beach FL 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-01
  • S66 Uniform Combined State Law Examination
    2018-08-01
Other Names
  • Shalee Michelle O'ROurke
  • Shalee Shields

View on SEC IAPD

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