Best Investors Account Sign in

Grant James Thomas

U.S. Bancorp Advisors, LLC

Ankeny, IA

Claim This Profile
Current Employers
U.S. Bancorp Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-15
IA RA APPROVED 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-15
  • IA RA
    APPROVED
    Since 2026-07-01

Branch Locations

305 S Ankeny Blvd, Ankeny, IA 50021 • 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
U.S. Bancorp Advisors, Llc Ankeny IA 06/2026 Present
Principal Life Insurance Company Des Moines IA 10/2015 06/2024
Princor Financial Services Des Moines IA 10/2015 02/2017
Principal Funds Distributor Des Moines IA 02/2017 06/2026
  • 06/2026 → Present
    U.S. Bancorp Advisors, Llc
    Ankeny, IA
  • 10/2015 → 06/2024
    Principal Life Insurance Company
    Des Moines, IA
  • 10/2015 → 02/2017
    Princor Financial Services
    Des Moines, IA
  • 02/2017 → 06/2026
    Principal Funds Distributor
    Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2018-01-26
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2018-01-26
Other Names
  • Grant Thomas

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CUSTOM WEALTH PLANNERS
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
LSB WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC

Other Investors

MARK WILLIAM MCLAUGHLIN
Clay Budach
KEVIN FRETTE
Travis Frederick Allen
Kent Alan Patterson
DANA JOSEPH KIENE
Chase Robert Netusil
CLAYTON JOHN NETUSIL

Other Offices

LPL FINANCIAL LLC · ANKENY, IA
CUSTOM WEALTH PLANNERS · ANKENY, IA
EDWARD JONES · ANKENY, IA
LPL FINANCIAL LLC · ANKENY, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ankeny, IA
EAGLE STRATEGIES LLC · ANKENY, IA
EDWARD JONES · Ankeny, IA
LPL ENTERPRISE, LLC · ANKENY, IA

More in Ankeny, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor