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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
KS RA APPROVED 2026-02-13
MO RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • KS RA
    APPROVED
    Since 2026-02-13
  • MO RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

221 W Gregory Blvd, Kansas City, MO 64114 • United States

10100 W 119Th St, Overland Park, KS 66213 • United States

120 W 12Th St, Kansas City, MO 64105 • United States

8401 W 135Th St, Overland Park, KS 66223 • United States

6300 Troost Ave, Kansas City, MO 64131 • United States

9900 W 87Th St, Overland Park, KS 66212 • 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
None Leavenworth KS 04/2016 11/2020
First Command Fort Worth TX 08/2020 11/2020
First Command Brokerage Services Fort Worth TX 11/2020 11/2023
First Command Advisory Services Fort Worth TX 11/2020 11/2023
First Command Insurance Services Fort Worth TX 11/2020 11/2023
Copper Financial Network, Llc Lenexa KS 12/2023 08/2024
U.S. Bancorp Investments, Inc. Overland Park KS 09/2024 02/2026
U.S. Bancorp Advisors, Llc Overland Park KS 02/2026 Present
  • 04/2016 → 11/2020
    None
    Leavenworth, KS
  • 08/2020 → 11/2020
    First Command
    Fort Worth, TX
  • 11/2020 → 11/2023
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2020 → 11/2023
    Fort Worth, TX
  • 11/2020 → 11/2023
    First Command Insurance Services
    Fort Worth, TX
  • 12/2023 → 08/2024
    Copper Financial Network, Llc
    Lenexa, KS
  • 09/2024 → 02/2026
    Overland Park, KS
  • 02/2026 → Present
    Overland Park, KS
Previous Registrations
Other Businesses

1) Warriors' Ascent; Not investment-related; Kansas City, MO; Non profit organization that helps military and first responders with PTSD; Board Member; 01/2024; 4 hours/month; 1 hour/trading; Raise awareness of the organization in the community for both donations to the group, and for participants in the program. Help to plan the trajectory of the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-02
  • S66 Uniform Combined State Law Examination
    2020-11-02
Other Names
  • Siobhan Nichole Olsen

View on SEC IAPD

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