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Rachel Ann Lee

U.S. Bancorp Advisors, LLC

Plymouth, MN

Plymouth, MN

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

Branch Locations

3305 Plymouth Blvd, Plymouth, MN 55447 • United States

4105 Lancaster Lane N, Plymouth, MN 55441 • 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
Pathway Financial Advisors Edina MN 09/2015 11/2017
Woodbury Financial Services Inc Edina MN 12/2016 11/2017
Robert W Baird & Co., Incorporated Minnetonka MN 11/2017 08/2018
U.S. Bancorp Investments, Inc. Plymouth MN 01/2019 02/2026
Unemployed Edina MN 08/2018 12/2018
U.S. Bancorp Advisors, Llc Plymouth MN 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-03
  • S66 Uniform Combined State Law Examination
    2017-11-03
Other Names
  • Rachel Ann Schlander
  • Rachel Lee

View on SEC IAPD

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LPL FINANCIAL LLC

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JUSTIN AARON HART
STEVEN RAY BERANEK
Ryan Matthew Jordan
Joseph Gilewski
ROBERT ARTHUR MORIN
Evan Thomas Kellenberger

Other Offices

CS PLANNING CORP · PORTLAND, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · PORTLAND, OR
ADVISORY SOLUTIONS GROUP · PORTLAND, OR
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Portland, OR
CETERA INVESTMENT ADVISERS LLC · Portland, OR
COMMONWEALTH FINANCIAL NETWORK · Beaverton, OR
INDEPENDENT FINANCIAL GROUP, LLC · PORTLAND, OR
LPL FINANCIAL LLC · BEAVERTON, OR

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