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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
3520 8Th St S, Wisconsin Rapids, WI 54494 • United States
5673 Hwy 10 E, Stevens Point, WI 54482 • United States
2620 Stewart Ave, Wausau, WI 54401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Stevens Point | WI | 05/2010 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Stevens Point | WI | 02/2026 | Present |
1) Boys and Girls Club of Portage County; not investment-related; Stevens Point, WI; Board Member; Board Member; 4/2020; 4 hours/month; 4 hours/trading; Board Member at Large 2) Leadership Management International (LMI); not investment-related; Plover, WI; Leadership and strategy development and coaching; Owner- Franchisee; 9/1/2020; 25 hours/month; 0 hours/trading; learning leadership and strategy development and work with business organizations on coaching.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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