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
Stillwater, MN 55082
Credentials
Series 66
Industry experience
2 years
Alexis Cogar is a financial advisor at U.S. Bancorp Advisors, LLC with two years of industry experience. Prior to joining U.S. Bancorp Advisors, Alexis worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of financial services, Alexis is employed as a bartender at White Bear Bar and provides notary public services. U.S. Bancorp Advisors, LLC offers investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm combines third-party investment managers, technology, and proprietary model portfolios to implement client strategies with options for discretionary and non-discretionary management.
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.
105 New England Place
Stillwater, MN 55082
Minnesota
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2022 - 2026 (4 years)
White Bear Bar
2018 - Present (8 years)
Seven Steakhouse
2018 - 2018 (1 year)
U.S. Bank
2018 - 2022 (4 years)
TPC Twin Cities
2016 - 2018 (2 years)
Rudy's
2016 - 2018 (2 years)
Applebee's
2014 - 2016 (2 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.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
Series 66
Woodbury, MN
VIP Financial Associates
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Series 66
Saint Paul, MN
Clanton Financial Partners, LLC
ChFC®, Series 63, Series 65
White Bear Lake, MN
Thompson Financial Transitions Inc.
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