Philip Eugene Yockey

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

• 09/2013 → 02/2026
  U.S. Bancorp Investments, Inc.
  Chesterfield, MO
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Chesterfield, MO

Previous Registrations

• 2013-09-20 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Ladue, MO
  Webster Groves, MO
  Crestwood, MO
  Ballwin, MO
  Chesterfield, MO
  Ballwin, MO
• 2009-11-13 → 2013-09-24
  Pnc Wealth Management Llc
  St. Louis, MO
  Ballwin, MO
  Chesterfield, MO
  Wildwood, MO
  Chesterfield, MO
  Town And Country, MO
  Clayton, MO
  Fenton, MO
  Eureka, MO
  St. Louis, MO
  St. Louis, MO
  Creve Coeur, MO
  Brentwood, MO
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO
  Manchester, MO
  St. Louis, MO
  St. Louis, MO
• 2009-07-17 → 2009-11-13
  Natcity Investments, Inc.
  Wildwood, MO
  Chesterfield, MO
  Chesterfield, MO
  Town And Country, MO
• 2007-04-19 → 2008-12-02
  The Tilted Funds Group, Llc
  Ballwin, MO
• 2004-08-16 → 2007-09-06
  Saxony Capital Management, Llc
  Ballwin, MO
  St. Louis, MO
  Saint Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-10
• S63 Uniform Securities Agent State Law Examination
  1984-10-05

Other Names

• Phil Yockey