Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Springfield, MO 65806
Credentials
Series 63, Series 66
Industry experience
4 years
Aaron Hall is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., Commerce Trust Company, and Aerotek Staffing. He serves as Co-Chairman of the Springfield Ducks Unlimited membership, a nonprofit organization focused on waterfowl conservation. U.S. Bancorp Advisors, LLC offers investment advisory services through a wrap-fee portfolio management program that serves individuals, charitable organizations, businesses, and retirement accounts. The firm integrates third-party investment managers and technology to implement client strategies and is a subsidiary of U.S. Bancorp with operational ties to U.S. Bank.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
417 Saint Louis St
Springfield, MO 65806
Missouri · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2021 - Present (5 years)
Commerce Trust Company
2016 - 2021 (5 years)
Aerotek Staffing
2016 - 2016 (1 year)
Bass Pro / Big Cedar
2014 - 2018 (4 years)
College of The Ozarks
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, MO
Dittrich Financial Group LLC
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
Series 63, Series 65
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