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Suzette Emiko Yoshitake

U.S. Bancorp Advisors, LLC

Auburn, WA

CRD 3245647

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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:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-13
  • WA RA
    APPROVED
    Since 2026-02-13

Branch Locations

401 15Th St Ne, Auburn, WA 98002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Auburn WA 01/2009 02/2026
U.S. Bank Auburn WA 08/2017 02/2026
U.S. Bancorp Advisors, Llc Auburn WA 02/2026 Present
Previous Registrations
Other Businesses

Pacific Northwest Soccer Club; Not-Investment-Related; Auburn, WA; No Ownership; Youth Soccer Club; Co Treasurer; 05/29/2026; 02 hours/month; 0 hours/trading; Budget and collecting of team fees for travel and events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-17
S63 Uniform Securities Agent State Law Examination 1999-11-20
  • S65 Uniform Investment Adviser Law Examination
    2009-08-17
  • S63 Uniform Securities Agent State Law Examination
    1999-11-20
Other Names
  • Suzette E Okumura
  • Suzette Emiko Okumura

View on SEC IAPD

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