Kristen Kerr Letcher-Mcleod

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

• 06/2016 → 03/2017
  Allsource / Msi Financial Services
  Lexington, KY
• 03/2017 → 10/2017
  Mml Investors Services, Llc
  Ashland, KY
• 06/2018 → Present
  U.S. Bancorp Investments, Inc.
  Lexington, KY
• 11/2017 → 06/2018
  City National Bank
  Ashland, KY
• 06/2025 → Present
  U.S. Bancorp Advisors, Llc
  Lexington, KY
• 06/2025 → Present
  U.S. Bank
  Lexington, KY

Previous Registrations

• 2017-03-25 → 2017-10-25
  Mml Investors Services, Llc
  Ashland, KY
  Ashland, KY
• 2017-01-11 → 2017-03-25
  Msi Financial Services, Inc.
  Ashland, KY
  Ashland, KY

Other Businesses

McLeod Rentals LLC; Non Investment-related; Miramar Beach, FL; Rental of second home; Owner on deed; Member; 08/2022; 5 hours/ month; 0 hours/ trading; Assist with providing rental details.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-22

Other Names

• Kristen Kerr Letcher