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Lynn Renee Mcallister

U.S. Bancorp Advisors, LLC

Sioux City, IA

CRD 4935461

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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
IA RA APPROVED 2026-02-13
  • IA RA
    APPROVED
    Since 2026-02-13

Branch Locations

4608 Morningside Ave, Sioux City, IA 51106 • 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
James W. Mcallister, Dds Sioux City IA 01/1993 08/2019
U.S. Bancorp Investments, Inc. Sioux City IA 10/2006 02/2026
U.S. Bancorp Advisors, Llc Sioux City IA 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-29
S63 Uniform Securities Agent State Law Examination 2005-07-22
  • S65 Uniform Investment Adviser Law Examination
    2011-07-29
  • S63 Uniform Securities Agent State Law Examination
    2005-07-22
Other Names
  • Lynn Renee Ward
  • Lynn Renee Van Horssen

View on SEC IAPD

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