U.S Bancorp Advisors, LLC
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 14455
- Registered since
- August 14, 2009
- Website
- www.usbank.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals62.22%
- HNWI31.58%
- Corporations / Businesses4.66%
- Pension & Profit Sharing Plans1.42%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
U.S. Bancorp Advisors, LLC is an SEC-registered advisory firm (registered in 2009) organized as an LLC and classified as a bank broker-dealer. The firm serves both individual/family and institutional clients and offers a mix of broker-dealer and insurance brokerage services alongside advisory work. Advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. Fees are charged on an asset‑under‑management basis and through other structures. The firm identifies as an active ESG investor and maintains industry ties to banking, insurance, broker‑dealer, and pooled vehicle sponsor/manager activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
3 of 7
Jodi Rolland
President, CEOCRD 2290884
Stephen Steiner
Chief Operating OfficerCRD 2259345
Terry Sandven
Chief Equity StrategistCRD 1452546
Contacts
3 of 2006Ana Simicic
PrincipalCRD 5646498
Robin Hobbs
Wealth Management AdvisorCRD 5653587
Miguel Macias
Wealth Management AdvisorCRD 5656418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Paul, MN
Ramsey
Location
Saint Paul, MN
Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 60 Livingston Ave
- Time zone
- CT (UTC-6)
- Office locations
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