Tanya Lee Beach

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

• 08/2008 → Present
  U.S. Bank
  Apple Valley, CA
• 08/2018 → 02/2026
  U.S. Bancorp Investments, Inc.
  Apple Valley, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Apple Valley, CA

Previous Registrations

• 2020-11-17 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Rancho Cucamonga, CA
  Huntington Beach, CA
  Victorville, CA
  Irvine, CA
  Rancho Cuamonga, CA
  Victorville, CA
  Apple Valley, CA

Other Businesses

Beachin Stained Glass; Not investment related; Rancho Cucamonga; Stained glass art; Artist; 06/01/2024; 5 HRS/MO; 0 HRS/TRADING; creating stained glass pieces for sale.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-17
• S63 Uniform Securities Agent State Law Examination
  2019-03-19