Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Naperville, IL 60564
Credentials
Series 66
Industry experience
24 years
Kerry Bleuher is a financial advisor at U.S. Bancorp Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup, JP Morgan Chase Bank, and Cetera. Outside of his advisory role, he assists couples as a mediator in collaborative divorce processes through Good Therapy. U.S. Bancorp Advisors, LLC provides investment advisory services to individuals, charitable organizations, businesses, and retirement accounts through its Personal Portfolios Wrap Program. The firm offers wrap-fee portfolio management using model strategies, separately managed accounts, and unified managed accounts, leveraging technology and third-party investment managers to construct and manage client portfolios.
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.
4455 Montgomery Rd
Naperville, IL 60564
Illinois
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2024 - Present (2 years)
Citigroup
2022 - 2024 (2 years)
JP Morgan Chase Bank, N.A.
2019 - 2022 (3 years)
JP Morgan Securities, LLC
2019 - 2022 (3 years)
Pruco Securities LLC
2018 - 2018 (1 year)
The Prudential Insurance Company of America
2018 - 2018 (1 year)
Cetera
2014 - 2017 (3 years)
Cetera Investment Services
2012 - 2017 (5 years)
MB Financial Bank
2012 - 2017 (5 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 63, Series 65
Hinsdale, IL
Doncaster Wealth LLC
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
CFP®
Glen Ellyn, IL
4D Financial Advisors, LLC
CFP®
Wheaton, IL
Lamke Financial LLC
CFP®
Naperville, IL
Heritage Drive Wealth Management LLC
Series 63, Series 65
Oak Brook, IL
Karstens Wealth
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