Courtney Erin Koch

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

• 04/2012 → 09/2018
  Franko'S Dog & Cat Grooming
  Vancouver, WA
• 09/2018 → 10/2018
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 02/2026
  U.S. Bank
  Lake Oswego, OR
• 11/2018 → 02/2026
  U.S. Bancorp Investments, Inc.
  Lake Oswego, OR
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Lake Oswego, OR

Previous Registrations

• 2019-02-04 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Oregon City, OR
  Lake Oswego, OR
  Portland, OR
  Oregon City, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-03
• S63 Uniform Securities Agent State Law Examination
  2018-07-02

Other Names

• Courtney Erin Riler