Mia Mckinnon Lappen

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

• 09/2024 → 09/2025
  Renaissance Financial
  Phoenix, AZ
• 05/2021 → 08/2021
  Medfield Eye Care
  Medfield, MA
• 08/2020 → 05/2024
  Arizona State University
  Tempe, AZ
• 06/2016 → 06/2020
  Sharon High School
  Sharon, MA
• 06/2020 → 08/2020
  Unemployed
  Sharon, MA
• 06/2019 → 02/2020
  Babysitting
  Sharon, MA
• 01/2023 → 03/2023
  Ciee Study Abroad
  Copenhagen
• 06/2023 → 08/2023
  Snowless
  Haifa
• 06/2023 → 08/2023
  San Ltd
  Haifa
• 10/2024 → 09/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → 09/2024
  Unemployed
  Tempe, AZ
• 02/2025 → 09/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → 02/2026
  U.S. Bancorp Investments, Inc.
  Scottsdale, AZ
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2025-12-08 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Scottsdale, AZ
• 2025-02-26 → 2025-09-30
  Cetera Investment Advisers Llc
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-02-19

Other Names

• Mia Lappen