Deanna Rae Summerlott

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

• 01/2016 → 11/2023
  U.S. Bank
  Madison, WI
• 08/2018 → 02/2026
  U.S. Bancorp Investments, Inc.
  Madison, WI
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Madison, WI

Previous Registrations

• 2024-02-22 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Sun Prairie, WI
  Madison, WI
  Madison, WI
  Verona, WI

Other Businesses

1) Madison Shakespeare Company; Not Investment-related; Madison, WI; Acting; Acting;09/2018;0-6 hours/year; 0 hour/trading. 2) Madison Opera; Not Investment-related; Madison, WI; Acting and Singing; Chorus Member; 09/2018; 0-15 hour/year; 5 hour/trading. 3) ACA Entertainment (Wisconsin Dickens Carolers); Not Investment-related; Waukesha, WI; Christmas Caroling; Performer (Soprano); 12/2019; 12-20 hrs in December; 0 hrs/trading; Singing Christmas Carols at different venues.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-22
• S63 Uniform Securities Agent State Law Examination
  2018-11-24

Other Names

• Deanna Rae Martinez