Anne Folkerth Conway

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

• 12/2001 → 02/2026
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
• 11/2017 → Present
  U.S. Bank
  Cincinnati, OH
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2006-03-21 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Milford, OH
  Milford, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Fairfield, OH
  Loveland, OH
  Cincinnati, OH
  Cincinnati, OH
  Loveland, OH
  Milford, OH
  Cold Spring, KY
  Florence, KY
  Florence, KY
  Florence, KY
  Covington, KY
  Fort Mitchell, KY
  Fort Mitchell, KY
  Fairlawn, OH
  Saint Paul, MN
  Cincinnati, OH
  Cincinnati, OH
  Saint Paul, MN
  Cincinnati, OH

Other Businesses

National Association of Insurance and Financial Advisors - Cincinnati; Not investment-related; Cedar Falls, IA; Professional organization; President; Member; 10/2024; 3 hours/month; 0 hours/trading; Help set up speakers for continuing education of members to help people fulfill their CE hours due every two years. Some networking.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-17
• S63 Uniform Securities Agent State Law Examination
  1987-05-26

Other Names

• Anne Folkerth Lefforge