Best Investors Account Sign in

Sumi Kim Leusca

U.S. Bancorp Advisors, LLC

Portland, OR

Portland, OR

Portland, OR

Portland, OR

Claim This Profile
Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • OR RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

7340 N Philadelphia Ave, Portland, OR 97203 • United States

5505 Ne Martin Luther King Blvd, Portland, OR 97211 • United States

1901 Ne 42Nd Ave, Portland, OR 97213 • United States

1601 Ne Weidler St, Portland, OR 97232 • 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
U.S. Bancorp Investments, Inc. Portland OR 01/2020 02/2026
U.S. Bank Portland OR 09/2018 10/2023
Bank Of America Portland OR 02/2017 09/2018
Unemployed Portland OR 06/2015 02/2017
U.S. Bancorp Advisors, Llc Portland OR 02/2026 Present
Previous Registrations
  • 2020-07-29 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Saint Paul, MN
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-29
  • S66 Uniform Combined State Law Examination
    2020-07-29
Other Names
  • Sumi Kim
  • Sumi Leusca

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor