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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
TX RA APPROVED_RES 2026-02-13
WA RA APPROVED 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13
  • WA RA
    APPROVED
    Since 2026-02-13

Branch Locations

1040 Nw Lovejoy St, Portland, OR 97209 • United States

7300 Sw Terwilliger Blvd, Portland, OR 97219 • United States

1810 Sw 5Th Ave, Portland, OR 97201 • United States

1607 Main St, Vancouver, WA 98660 • United States

2000 Sw Morrison St, Portland, OR 97205 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Vancouver WA 03/2010 02/2026
U.S. Bancorp Advisors, Llc Vancouver WA 02/2026 Present
Previous Registrations
  • 2010-03-25 → 2026-02-13
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Vancouver, WA
    Beaverton, OR
    Beaverton, OR
    Vancouver, WA
    Vancouver, WA
    Portland, OR
    Portland, OR
    Beaverton, OR
    Longview, WA
    Beaverton, OR
    Portland, OR
    Vancouver, WA
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
    Portland, OR
  • 2009-05-02 → 2010-03-25
    Chase Investment Services Corp.
    Longview, WA
    Vancouver, WA
    Longview, WA
    Vancouver, WA
  • 2008-06-26 → 2009-05-02
    Wamu Investments, Inc.
    Longview, WA
    Vancouver, WA
    Vancouver, WA
    Longview, WA
    Longview, WA
    Troutdale, OR
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-24
S63 Uniform Securities Agent State Law Examination 1992-01-31
  • S65 Uniform Investment Adviser Law Examination
    2008-06-24
  • S63 Uniform Securities Agent State Law Examination
    1992-01-31

View on SEC IAPD

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