Marcia Marie Secor

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

• 03/2016 → 09/2017
  B.C. Ziegler And Company
  Mequon, WI
• 09/2017 → 09/2020
  Associated Investment Services, Inc.
  Green Bay, WI
• 11/2020 → Present
  U.S. Bank
  Milwaukee, WI
• 11/2020 → 02/2026
  U.S. Bancorp Investments, Inc.
  Milwaukee, WI
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Milwaukee, WI

Previous Registrations

• 2020-11-12 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Milwaukee, WI
  Mequon, WI
  Saint Paul, MN
  Milwaukee, WI
• 2017-10-05 → 2020-10-01
  Associated Investment Services, Inc.
  Greenfield, WI
  Hales Corners, WI
• 2013-05-07 → 2017-09-22
  B. C. Ziegler And Company
  Mequon, WI
• 2013-01-25 → 2013-04-12
  Financial Telesis Inc
  San Rafael, CA
  Sheboygan, WI
• 2012-01-19 → 2012-06-11
  Equitable Advisors, Llc
  Milwaukee, WI

Other Businesses

Altruistic Advertising and Communications, LLC; Not Investment-related; Milwaukee, WI; Advertising and communication; Sole Owner/Operator; 11/2019; 15 hrs/month; 0 hrs/trading; Assist business owners with writing ads.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-15

Other Names

• Marcia Marie Treinen