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Eric Richard Strean

U.S. Bancorp Advisors, LLC

Franklin, TN

CRD 6865657

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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:

Current Employers
U.S. Bancorp Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-22
  • TN RA
    APPROVED
    Since 2026-04-22

Branch Locations

2040 Mallory Ln, Franklin, TN 37067 • 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
Jpmorgan Chase Spring Hill TN 10/2017 03/2025
Bank Of America Lincolnshire IL 01/2010 10/2017
Steinhafels Furniture Vernon Hills IL 07/2012 07/2019
Michael Blivens Murfreesboro TN 03/2025 02/2026
Northwestern Mutual Investment Services Llc Murfreesboro TN 03/2025 02/2026
U.S. Bancorp Advisors, Llc Franklin TN 02/2026 Present
  • 10/2017 → 03/2025
    Jpmorgan Chase
    Spring Hill, TN
  • 01/2010 → 10/2017
    Bank Of America
    Lincolnshire, IL
  • 07/2012 → 07/2019
    Steinhafels Furniture
    Vernon Hills, IL
  • 03/2025 → 02/2026
    Michael Blivens
    Murfreesboro, TN
  • 03/2025 → 02/2026
    Northwestern Mutual Investment Services Llc
    Murfreesboro, TN
  • 02/2026 → Present
    Franklin, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-22
S63 Uniform Securities Agent State Law Examination 2017-11-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-22
  • S63 Uniform Securities Agent State Law Examination
    2017-11-01
Other Names
  • Eric R Strean

View on SEC IAPD

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