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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
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. | Fox Lake | IL | 09/2005 | 05/2018 |
| U.S. Bancorp Investments, Inc. | Fox Lake | IL | 05/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Fox Lake | IL | 02/2026 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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