Barbara Ann Kimball

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

• 04/2010 → 02/2026
  U.S. Bancorp Investments, Inc.
  Salt Lake City, UT
• 04/2010 → 02/2026
  Us Bank
  Salt Lake City, UT
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Salt Lake City, UT

Previous Registrations

• 2010-05-05 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
• 2008-10-01 → 2009-10-26
  J.P. Morgan Securities Llc
  Salt Lake City, UT
• 2006-09-27 → 2008-10-01
  J.P. Morgan Securities Inc.
  Salt Lake City, UT
• 2005-11-21 → 2006-09-27
  Banc One Securities Corporation
  Chicago, IL
  Salt Lake City, UT
• 2005-07-06 → 2005-11-08
  Chase Investment Services Corp.
  Salt Lake City, UT
• 2003-07-10 → 2005-07-06
  Banc One Securities Corporation
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2003-07-01
• S63 Uniform Securities Agent State Law Examination
  1995-12-12

Other Names

• Barbara Ann Brewster
• Barbara Ann Frame
• Barbara Ann Caldwell