Kevin Alan Craig

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

• 11/2015 → 10/2023
  Wells Fargo Bank Na
  Montclair, CA
• 01/2018 → 10/2023
  Wells Fargo Clearing Services Llc
  Montclair, CA
• 10/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Riverside, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Riverside, CA

Previous Registrations

• 2023-10-30 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Riverside, CA
  Los Angeles, CA
  Riverside, CA
• 2022-06-17 → 2023-11-02
  Wells Fargo Clearing Services, Llc
  Montclair, CA
  Pasadena, CA
  Rancho Cucamonga, CA
  San Diego, CA
  Redlands, CA
  Irvine, CA

Other Businesses

HK Real Estate Holdings, LLC; Investment-related; San Bernardino, CA; Real Estate Investments; Managing Member; Owner; 06/2024; 2 hours/ month; 0 hours/ trading; Manage cash flow and pay bills for the rental property. Property management will manage the day to day.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-17
• S63 Uniform Securities Agent State Law Examination
  2018-04-12

Other Names

• Kevin Craig