Thomas Joseph Melton

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

• 01/2000 → 06/2018
  The Melton Financial Group
  Roseville, CA
• 06/2014 → 06/2018
  Cetera Advisors Llc
  Denver, CO
• 06/2018 → 10/2019
  Lpl Financial
  Roseville, CA
• 09/2021 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 09/2021 → 05/2022
  Cuna Brokerage Services
  Waverly, IA
• 10/2019 → 09/2021
  Retired
  Redmond, OR
• 05/2022 → 10/2022
  Unemployed
  Roseville, CA
• 11/2022 → 02/2026
  U.S. Bancorp Investments, Inc.
  Auburn, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Auburn, CA

Previous Registrations

• 2022-11-07 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Colfax, CA
  Auburn, CA
  Lincoln, CA
  Loomis, CA
• 2021-09-16 → 2022-05-05
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Bend, OR
  Bend, OR
• 2018-06-25 → 2019-10-21
  Lpl Financial Llc
  Roseville, CA
  Fresno, CA
  Roseville, CA
• 2014-06-09 → 2018-06-25
  Cetera Advisors Llc
  Greenwood Village, CO
  Roseville, CA
• 2008-08-01 → 2014-06-09
  National Planning Corporation
  El Segundo, CA
  Roseville, CA
• 2000-09-12 → 2008-10-02
  Securities America Advisors, Inc.
  Roseville, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-15
• S63 Uniform Securities Agent State Law Examination
  1983-03-19

Other Names

• Tom Melton