Joshua Dirk Boomsma

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

• 12/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Sioux City, IA
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Sioux City, IA
• 07/2022 → 02/2026
  U.S. Bancorp Investments, Inc.
  Sioux City, IA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Sioux City, IA

Previous Registrations

• 2022-07-29 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Sioux City, IA
  Sioux City, IA
• 2015-12-07 → 2022-08-04
  Wells Fargo Clearing Services, Llc
  Sioux Falls, SD
  Sioux City, IA
  Sioux City, IA
  Omaha, NE
  Roseville, CA
  Sioux Falls, SD
  Sioux City, IA
  Sioux City, IA
  Omaha, NE
  Arnold Park, IA
• 2010-06-28 → 2015-12-08
  Edward Jones
  Sioux City, IA
  Sioux City, IA
  St Louis, MO
  Sioux City, IA

Other Businesses

Rental Property; Investment-Related; Arnolds Park, IA; weekly and monthly rental; Owner; 7/29/2022; 2 hours/month; 0 hours/trading; advertising and maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-26

Other Names

• Joshua Boomsma