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Subha Shankar

U.S. Bancorp Advisors, LLC

Brookfield, WI

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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
WI RA APPROVED 2026-02-13
  • WI RA
    APPROVED
    Since 2026-02-13

Branch Locations

205 N Moorland Rd, Brookfield, WI 53005 • 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
Bmo Harris Bank Brookfield WI 11/2011 03/2019
Bmo Harris Financial Advisors Brookfield WI 05/2014 03/2019
U.S. Bancorp Investments, Inc. Brookfield WI 04/2019 02/2026
U.S. Bank Brookfield WI 04/2019 02/2026
U.S. Bancorp Advisors, Llc Brookfield WI 02/2026 Present
  • 11/2011 → 03/2019
    Bmo Harris Bank
    Brookfield, WI
  • 05/2014 → 03/2019
    Bmo Harris Financial Advisors
    Brookfield, WI
  • 04/2019 → 02/2026
    U.S. Bancorp Investments, Inc.
    Brookfield, WI
  • 04/2019 → 02/2026
    U.S. Bank
    Brookfield, WI
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    Brookfield, WI
Previous Registrations
  • 2019-04-03 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Brookfield, WI
  • 2015-10-22 → 2019-04-02
    Bmo Harris Financial Advisors, Inc.
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-22
  • S66 Uniform Combined State Law Examination
    2015-10-22

View on SEC IAPD

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Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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