Neil Lloyd Siegel

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

• 12/2002 → 06/2018
  Wells Fargo Bank
  Ketchum, ID
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Ketchum, ID
• 11/2016 → 06/2018
  Wells Fargo Clearing Services, Llc
  Ketchum, ID
• 06/2018 → Present
  U.S. Bank
  Ketchum, ID
• 07/2018 → 02/2026
  U.S. Bancorp Investments, Inc.
  Ketchum, ID
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Ketchum, ID

Previous Registrations

• 2018-08-31 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Ketchum, ID
• 2011-01-03 → 2018-06-15
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Minneapolis, MN
  Ketchum, ID
  Minneapolis, MN
• 2003-07-17 → 2011-01-03
  Wells Fargo Investments, Llc
  Ketchum, ID
  Ketchum, ID

Other Businesses

1) Rental Property; Investment-related; Ketchum, ID; Single Family Rental Property; Owner; 12/2018; 1 hour/month; 0 hours/trading; tenets do all maintenance, just available for large problems. 2) Warm Springs Rd Rental Property; Investment-related; Ketchum, ID; Rental property; Owner; 7/2025; 1hours/month; 0 hours/trading; Paying taxes, acquiring insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-16
• S63 Uniform Securities Agent State Law Examination
  1994-01-17

Other Names

• Neil Siegel