Kimberly L Tobias

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

• 09/2005 → 05/2018
  U.S. Bancorp Investments, Inc.
  Fox Lake, IL
• 05/2018 → 02/2026
  U.S. Bancorp Investments, Inc.
  Fox Lake, IL
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Fox Lake, IL

Previous Registrations

• 2006-07-18 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Fox Lake, IL
  Fox Lake, IL
  Genoa City, WI
  Naperville, IL
  Fox Lake, IL

Other Businesses

1) G&M Industries, Inc.; Not Investment-related; Genoa City, WI, 53128; Auto Repair/Restoration, Signer on checking acct. Married to owner; 2002; 0 Hrs/Mth; 0 Hrs/Trading. 2) K&M Auto Sales & Services, Inc.; Not Investment-related; Genoa City, WI; Auto Sales & Service, Husband is owner; 3/2008; Occasional 2-4 Hrs/Mth; 0 Hrs/Trading; Office cleaning, occasional paperwork assistance. 3) Shaklee; Not Investment-related; Genoa City, WI; Vitamins & Supplements; 01/2018; 2 Hrs/WEEK; 0 Hrs/Trading; Husband talks to interested parties about products Shaklee sells.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-04
• S63 Uniform Securities Agent State Law Examination
  1999-03-22

Other Names

• Kimberly Jackson