Matthew David Mcmahon

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

• 10/2007 → 02/2026
  U.S. Bancorp Investments, Inc.
  Rochester, MN
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Rochester, MN

Previous Registrations

• 2008-06-03 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Mason City, IA
  Humboldt, IA
  Mason City, IA
  Spencer, IA
  Rochester, MN
  Rochester, MN
  Rochester, MN
  Rochester, MN
  Mankato, MN
  Owatonna, MN
  Fairmont, MN
  Mankato, MN
• 2006-05-12 → 2007-10-09
  Concourse Financial Group Securities, Inc.
  Rochester, MN
  Rochester, MN

Other Businesses

1) Chatfield Booster Club; Not I/R; Chatfield, MN; Youth Sports; Board Member; 08/01/2012; 1 Hr/Mth; 0 Hrs Trading; Help set up the western days dance. 2) St Charles Golf Course; Not I/R; Saint Charles, MN; Golf Course; Director; 02/21/2014; 1 Hr/Mth; 0 Hrs/Trading; Director. 3) Chatfield Schools; Not Investment-related; Chatfield, MN; Basketball Team; 9th Grade Basketball Coach; 11/2018; 40 hour/month; 0 hour/trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-07
• S63 Uniform Securities Agent State Law Examination
  1999-08-13

Other Names

• Matthew David Mcmahon
• Matthew David Mc Mahon