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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • MN RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

1101 Second Ave, Little Falls, MN 56345 • United States

320 S 6Th St, Brainerd, MN 56401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Investment Advisors, Llc Baxter MN 08/2005 02/2017
Cetera Advisor Networks Llc El Segundo CA 04/2016 02/2017
Advisornet Wealth Management Minneapolis MN 07/2016 02/2017
U.S. Bancorp Investments, Inc. Brainerd MN 07/2017 02/2026
Lawyers Title Services Baxter MN 04/2017 06/2017
U.S. Bancorp Advisors, Llc Brainerd MN 02/2026 Present
  • 08/2005 → 02/2017
    Cornerstone Investment Advisors, Llc
    Baxter, MN
  • 04/2016 → 02/2017
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 07/2016 → 02/2017
    Advisornet Wealth Management
    Minneapolis, MN
  • 07/2017 → 02/2026
    Brainerd, MN
  • 04/2017 → 06/2017
    Lawyers Title Services
    Baxter, MN
  • 02/2026 → Present
    Brainerd, MN
Previous Registrations
  • 2017-07-10 → 2026-02-13
    Saint Paul, MN
    Little Falls, MN
    Brainerd, MN
    Little Falls, MN
    Pine River, MN
  • 2016-08-15 → 2017-04-04
    Baxter, MN
    Minnetonka, MN
  • 2014-01-31 → 2017-02-28
    Cornerstone Investment Advisors, Llc
    Baxter, MN
  • 2016-04-11 → 2017-02-13
    Cetera Wealth Services, Llc
    Minnetonka, MN
    Baxter, MN
  • 2014-01-31 → 2016-04-07
    National Planning Corporation
    Baxter, MN
    Wayzata, MN
    Baxter, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-17
S63 Uniform Securities Agent State Law Examination 1996-08-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-17
  • S63 Uniform Securities Agent State Law Examination
    1996-08-19
Other Names
  • Melissa Rae Carlson
  • Melissa Rae Kubista

View on SEC IAPD

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