Tara Lynn O'COnnor

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

• 03/2014 → 10/2019
  Woodtrust Bank
  Wisconsin Rapids, WI
• 11/2019 → 08/2020
  Legacy Accounting And Financial Services, Llc
  Wisconsin Rapids, WI
• 12/2019 → 08/2020
  Woodbury Financial Services Inc
  Wisconsin Rapids, WI
• 07/2024 → 11/2025
  Nicolet Wealth Management
  Stevens Point, WI
• 09/2020 → 11/2025
  Nicolet National Bank
  Stevens Point, WI
• 11/2025 → 02/2026
  U.S. Bancorp Investments, Inc.
  Wisconsin Rapids, WI
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Wisconsin Rapids, WI

Previous Registrations

• 2025-11-17 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Wisconsin Rapids, WI
• 2024-07-01 → 2025-11-03
  Nicolet Wealth Management
  Stevens Point, WI
  Green Bay, WI

Other Businesses

Harper James Properties, LLC; Investment-related; Wisconsin Rapids, WI; Rental properties; Member; 3/17/2022; 0 hours/mo; 0 hours/trading; No duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-07
• S65 Uniform Investment Adviser Law Examination
  2024-06-21

Other Names

• Tara Lynn Bremmer