Thomas Patrick Casart

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

• 11/2015 → 08/2017
  Scottrade, Inc.
  Lincoln, NE
• 01/2017 → 08/2017
  Scottrade Investment Management
  Lincoln, NE
• 08/2017 → 11/2020
  Tiaa
  Lincoln, NE
• 08/2017 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Lincoln, NE
• 11/2020 → 06/2021
  The Prudential Insurance Co. Of America
  Omaha, NE
• 11/2020 → 06/2021
  Pruco Securities, Llc
  Omaha, NE
• 06/2021 → 08/2023
  Cattle Bank & Trust
  Seward, NE
• 06/2021 → 08/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2021 → 08/2023
  Cetera Investment Advisers Llc
  Seward, NE
• 08/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Lincoln, NE
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Lincoln, NE

Previous Registrations

• 2023-08-16 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Lincoln, NE
  Lincoln, NE
• 2021-06-29 → 2023-08-15
  Cetera Investment Advisers Llc
  Seward, NE
• 2020-11-12 → 2021-06-29
  Pruco Securities, Llc.
  Omaha, NE
• 2017-09-06 → 2020-11-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Lincoln, NE
• 2017-01-30 → 2017-08-30
  Scottrade Investment Management
  Saint Louis, MO
• 2008-12-05 → 2015-12-07
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2008-12-05 → 2015-12-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2008-12-01

Other Names

• Tom Casart
• Thomas Patrick Casart
• Thomas P Casart