Best Investors Account Sign in

Kristen Marie Leibolt

U.S. Bancorp Advisors, LLC

Elyria, OH

CRD 4960068

Claim This Profile
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
OH RA APPROVED 2026-02-13
  • OH RA
    APPROVED
    Since 2026-02-13

Branch Locations

455 Midway Blvd, Elyria, OH 44035 • 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
Jp Morgan Chase Bank Lorain OH 03/2009 04/2020
J.P. Morgan Securities Llc Lorain OH 07/2014 04/2020
U.S. Bank Elyria OH 04/2020 Present
U.S. Bancorp Investments, Inc. Elyria OH 04/2020 02/2026
U.S. Bancorp Advisors, Llc Elyria OH 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-21
S63 Uniform Securities Agent State Law Examination 2020-05-18
  • S65 Uniform Investment Adviser Law Examination
    2020-07-21
  • S63 Uniform Securities Agent State Law Examination
    2020-05-18
Other Names
  • Kristen Marie Yachanin
  • Kristen Marie Leonard

View on SEC IAPD

More in Elyria, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor